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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 | $72,989 | $227,399-67.9% | $189,758-61.5% | $198,609-63.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 24.94% | 61.03%-36.1pp | 52.62%-27.7pp | 202.70%-177.8pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $13,798 | $6,837+101.8% | $5,856+135.6% | $6,977+97.8% |
| Admin fee / account holder | $5 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |