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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 | $35,067 | $115,814-69.7% | $101,275-65.4% | $158,982-77.9% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.8%+19.2pp | 82.0%+13.0pp |
| Annual return | 17.84% | 56.16%-38.3pp | 46.48%-28.6pp | 302.99%-285.1pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,839 | $4,958-42.7% | $4,371-35.0% | $5,983-52.5% |
| Admin fee / account holder | $15 | $7,249-99.8% | $5,948-99.7% | $11,252-99.9% |