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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 | $134,422 | $96,388+39.5% | $80,627+66.7% | $139,466-3.6% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.6pp |
| Annual return | 12.13% | 1352.08%-1339.9pp | 936.76%-924.6pp | 373.66%-361.5pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $16,147 | $5,224+209.1% | $4,443+263.4% | $6,712+140.6% |
| Admin fee / account holder | $299 | $6,603-95.5% | $5,381-94.5% | $11,409-97.4% |