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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 | $26,139 | $107,944-75.8% | $91,994-71.6% | $152,885-82.9% |
| Participation rate | 89.5% | 81.2%+8.3pp | 78.6%+10.8pp | 82.5%+7.0pp |
| Annual return | 29.56% | 89.26%-59.7pp | 69.03%-39.5pp | 345.39%-315.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,711 | $6,365-26.0% | $5,923-20.5% | $5,851-19.5% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |