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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 | $95,075 | $80,753+17.7% | $136,298-30.2% | $62,293+52.6% |
| Participation rate | 76.0% | 73.5%+2.4pp | 81.9%-6.0pp | 69.5%+6.4pp |
| Annual return | 23.17% | 35.83%-12.7pp | 5156.27%-5133.1pp | 28.90%-5.7pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $12,169 | $5,164+135.6% | $6,247+94.8% | $3,169+284.0% |
| Admin fee / account holder | $218 | $525-58.6% | $9,244-97.6% | $479-54.6% |