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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 | $169,506 | $123,854+36.9% | $69,623+143.5% | $145,884+16.2% |
| Participation rate | 81.8% | 69.2%+12.6pp | 66.4%+15.4pp | 80.3%+1.5pp |
| Annual return | 11.76% | 192.35%-180.6pp | 101.23%-89.5pp | 551.85%-540.1pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,709-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,286 | $4,242+48.2% | $2,890+117.5% | $6,690-6.0% |
| Admin fee / account holder | $51 | $7,822-99.3% | $4,696-98.9% | $13,392-99.6% |