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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 | $94,246 | $105,210-10.4% | $159,487-40.9% | $85,851+9.8% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.8%+13.2pp | 69.3%+26.7pp |
| Annual return | 19.22% | 45.08%-25.9pp | 263.71%-244.5pp | 318.63%-299.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,245 | $5,946-11.8% | $7,354-28.7% | $3,952+32.7% |
| Admin fee / account holder | $59 | $6,934-99.1% | $10,804-99.5% | $6,261-99.1% |