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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 | $62,833 | $98,240-36.0% | $82,312-23.7% | $147,586-57.4% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 14.46% | 30.85%-16.4pp | 25.88%-11.4pp | 578.59%-564.1pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,396 | $4,383+23.1% | $3,706+45.6% | $5,439-0.8% |
| Admin fee / account holder | $123 | $8,563-98.6% | $5,608-97.8% | $10,886-98.9% |