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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 | $30,206 | $102,595-70.6% | $94,057-67.9% | $154,746-80.5% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 80.7%+6.8pp |
| Annual return | 18.40% | 583.42%-565.0pp | 480.62%-462.2pp | 172.34%-153.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,226 | $5,118-17.4% | $4,709-10.3% | $6,730-37.2% |
| Admin fee / account holder | $75 | $7,736-99.0% | $7,244-99.0% | $14,365-99.5% |