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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 | $26,571 | $63,346-58.1% | $92,239-71.2% | $70,124-62.1% |
| Participation rate | 75.4% | 68.7%+6.7pp | 76.5%-1.1pp | 69.5%+5.9pp |
| Annual return | 17.95% | 530.19%-512.2pp | 176.29%-158.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,150 | $2,854+10.4% | $3,897-19.2% | $3,332-5.4% |
| Admin fee / account holder | $279 | $3,841-92.7% | $5,194-94.6% | $4,645-94.0% |