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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 | $41,111 | $110,093-62.7% | $97,295-57.7% | $145,897-71.8% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 15.60% | 244.76%-229.2pp | 75.62%-60.0pp | 552.29%-536.7pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,260 | $4,678+98.0% | $4,264+117.2% | $6,689+38.4% |
| Admin fee / account holder | $69 | $6,212-98.9% | $5,646-98.8% | $13,390-99.5% |