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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 | $53,090 | $108,882-51.2% | $96,754-45.1% | $154,746-65.7% |
| Participation rate | 85.7% | 75.1%+10.6pp | 70.3%+15.4pp | 80.7%+5.0pp |
| Annual return | 44.48% | 98.39%-53.9pp | 82.04%-37.6pp | 172.34%-127.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,375 | $5,323+151.3% | $4,758+181.1% | $6,730+98.7% |
| Admin fee / account holder | $50 | $10,200-99.5% | $8,905-99.4% | $14,365-99.7% |