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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,740 | $72,446+29.4% | $67,561+38.7% | $145,877-35.7% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 12.60% | 7211.98%-7199.4pp | 3525.44%-3512.8pp | 551.28%-538.7pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,558 | $4,785+16.2% | $4,003+38.8% | $6,691-16.9% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |