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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 | $100,470 | $107,941-6.9% | $91,994+9.2% | $152,909-34.3% |
| Participation rate | 71.4% | 81.2%-9.8pp | 78.6%-7.2pp | 82.5%-11.0pp |
| Annual return | 27.39% | 89.28%-61.9pp | 69.04%-41.7pp | 345.46%-318.1pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,167 | $6,366-34.5% | $5,924-29.7% | $5,851-28.8% |
| Admin fee / account holder | $65 | $10,521-99.4% | $7,744-99.2% | $11,601-99.4% |