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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 | $52,716 | $108,695-51.5% | $74,722-29.5% | $152,897-65.5% |
| Participation rate | 80.0% | 65.4%+14.6pp | 54.5%+25.5pp | 82.5%-2.5pp |
| Annual return | 23.12% | 114.11%-91.0pp | 753.11%-730.0pp | 345.43%-322.3pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,494 | $2,712+139.5% | $1,963+230.8% | $5,851+11.0% |
| Admin fee / account holder | $5 | $4,906-99.9% | $3,335-99.9% | $11,599-100.0% |