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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 | $123,982+36.7% | $69,701+143.2% | $145,959+16.1% |
| Participation rate | 81.8% | 69.2%+12.6pp | 66.4%+15.4pp | 80.3%+1.5pp |
| Annual return | 11.76% | 191.01%-179.3pp | 100.32%-88.6pp | 561.95%-550.2pp |
| Employer contribution / active EE | $0 | $2,681-100.0% | $1,713-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,286 | $4,236+48.4% | $2,887+117.7% | $6,689-6.0% |
| Admin fee / account holder | $51 | $7,867-99.3% | $4,717-98.9% | $13,398-99.6% |