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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 | $47,045 | $125,237-62.4% | $105,608-55.5% | $145,877-67.8% |
| Participation rate | 76.5% | 77.7%-1.2pp | 75.3%+1.2pp | 80.3%-3.8pp |
| Annual return | 15.60% | 225.76%-210.2pp | 116.50%-100.9pp | 551.28%-535.7pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,515 | $5,711+171.7% | $5,010+209.7% | $6,691+131.9% |
| Admin fee / account holder | $264 | $17,287-98.5% | $11,028-97.6% | $13,402-98.0% |