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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 | $157,829-80.9% | $136,867-77.9% | $198,609-84.8% |
| Participation rate | 87.5% | 77.2%+10.3pp | 74.5%+13.0pp | 82.4%+5.1pp |
| Annual return | 18.40% | 51.25%-32.9pp | 42.97%-24.6pp | 202.70%-184.3pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,226 | $5,463-22.6% | $4,924-14.2% | $6,977-39.4% |
| Admin fee / account holder | $75 | $11,107-99.3% | $10,340-99.3% | $19,030-99.6% |