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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 | $63,791 | $107,363-40.6% | $92,909-31.3% | $152,897-58.3% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 18.91% | 145.63%-126.7pp | 109.44%-90.5pp | 345.43%-326.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,140 | $4,848+47.3% | $4,238+68.5% | $5,851+22.0% |
| Admin fee / account holder | $120 | $7,082-98.3% | $5,795-97.9% | $11,599-99.0% |