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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 | $44,256 | $148,623-70.2% | $135,974-67.5% | $139,466-68.3% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 28.38% | 79.30%-50.9pp | 68.30%-39.9pp | 373.66%-345.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,466 | $8,103-57.2% | $7,760-55.3% | $6,712-48.4% |
| Admin fee / account holder | $131 | $12,406-98.9% | $10,767-98.8% | $11,409-98.8% |