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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 | $26,065 | $102,422-74.6% | $147,117-82.3% | $80,959-67.8% |
| Participation rate | 94.4% | 75.9%+18.5pp | 82.2%+12.2pp | 67.7%+26.7pp |
| Annual return | 58.81% | 135.16%-76.3pp | 420.54%-361.7pp | 35.67%+23.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,067 | $6,652+36.3% | $8,065+12.4% | $4,300+110.8% |
| Admin fee / account holder | $123 | $7,953-98.4% | $12,993-99.0% | $6,925-98.2% |