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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 | $77,946 | $85,766-9.1% | $136,297-42.8% | $70,124+11.2% |
| Participation rate | 79.4% | 74.2%+5.3pp | 81.9%-2.5pp | 69.5%+9.9pp |
| Annual return | 42.79% | 31.45%+11.3pp | 5156.19%-5113.4pp | 73.14%-30.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $12,133 | $5,051+140.2% | $6,247+94.2% | $3,332+264.2% |
| Admin fee / account holder | $272 | $5,420-95.0% | $9,244-97.1% | $4,645-94.1% |