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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 | $50,509 | $57,330-11.9% | $86,656-41.7% | $75,177-32.8% |
| Participation rate | 73.1% | 63.2%+9.9pp | 71.7%+1.4pp | 67.2%+5.9pp |
| Annual return | 20.48% | 2675.40%-2654.9pp | 593.09%-572.6pp | 160.75%-140.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,233 | $3,320+148.0% | $4,439+85.5% | $4,126+99.5% |
| Admin fee / account holder | $0 | $4,115-100.0% | $5,619-100.0% | $5,651-100.0% |