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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 | $32,589 | $99,921-67.4% | $85,009-61.7% | $145,959-77.7% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 20.99% | 83.89%-62.9pp | 66.47%-45.5pp | 561.95%-541.0pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $12,546 | $5,293+137.0% | $4,522+177.5% | $6,689+87.6% |
| Admin fee / account holder | $60 | $7,252-99.2% | $6,153-99.0% | $13,398-99.6% |