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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 | $36,177 | $156,963-77.0% | $121,204-70.2% | $139,466-74.1% |
| Participation rate | 72.7% | 76.5%-3.7pp | 69.5%+3.2pp | 80.3%-7.6pp |
| Annual return | 23.33% | 1476.75%-1453.4pp | 987.18%-963.9pp | 373.66%-350.3pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,633 | $4,848+78.1% | $4,083+111.4% | $6,712+28.6% |
| Admin fee / account holder | $105 | $6,953-98.5% | $5,651-98.1% | $11,409-99.1% |