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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 | $128,660 | $176,688-27.2% | $130,660-1.5% | $152,897-15.9% |
| Participation rate | 85.7% | 79.0%+6.7pp | 71.7%+14.0pp | 82.5%+3.3pp |
| Annual return | 17.86% | 2693.08%-2675.2pp | 1709.29%-1691.4pp | 345.43%-327.6pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,757 | $4,362-59.7% | $3,603-51.2% | $5,851-70.0% |
| Admin fee / account holder | $65 | $7,131-99.1% | $5,463-98.8% | $11,599-99.4% |