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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 | $14,671 | $109,372-86.6% | $89,414-83.6% | $158,966-90.8% |
| Participation rate | 94.4% | 74.3%+20.2pp | 68.0%+26.5pp | 82.0%+12.5pp |
| Annual return | 25.08% | 345.55%-320.5pp | 245.50%-220.4pp | 302.95%-277.9pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,090 | $4,598+10.7% | $3,890+30.9% | $5,983-14.9% |
| Admin fee / account holder | $239 | $6,156-96.1% | $4,883-95.1% | $11,250-97.9% |