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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 | $60,441 | $53,128+13.8% | $86,582-30.2% | $70,126-13.8% |
| Participation rate | 79.3% | 65.3%+14.0pp | 73.5%+5.8pp | 69.5%+9.8pp |
| Annual return | 13.96% | 27.66%-13.7pp | 965.08%-951.1pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,768 | $2,695+76.9% | $3,609+32.1% | $3,332+43.1% |
| Admin fee / account holder | $284 | $3,584-92.1% | $4,904-94.2% | $4,645-93.9% |