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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 | $51,967 | $90,614-42.7% | $76,089-31.7% | $145,877-64.4% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.1%+23.2pp | 80.3%+12.0pp |
| Annual return | 26.51% | 623.80%-597.3pp | 360.94%-334.4pp | 551.28%-524.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,982 | $5,168+170.5% | $4,259+228.3% | $6,691+109.0% |
| Admin fee / account holder | $80 | $8,376-99.0% | $6,418-98.8% | $13,402-99.4% |