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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 | $54,153 | $169,336-68.0% | $129,384-58.1% | $145,884-62.9% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 11.16% | 14408.70%-14397.5pp | 9461.77%-9450.6pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,765 | $4,985+35.7% | $4,166+62.4% | $6,690+1.1% |
| Admin fee / account holder | $1 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |