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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 | $23,024 | $176,402-86.9% | $134,162-82.8% | $158,966-85.5% |
| Participation rate | 90.9% | 78.7%+12.2pp | 72.2%+18.7pp | 82.0%+8.9pp |
| Annual return | 34.25% | 63.66%-29.4pp | 36.35%-2.1pp | 302.95%-268.7pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,377 | $4,093+55.8% | $3,500+82.2% | $5,983+6.6% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |