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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 | $46,199 | $86,298-46.5% | $111,308-58.5% | $85,847-46.2% |
| Participation rate | 91.7% | 73.3%+18.3pp | 77.3%+14.3pp | 69.3%+22.3pp |
| Annual return | 132.37% | 19.99%+112.4pp | 54.67%+77.7pp | 318.61%-186.2pp |
| Employer contribution / active EE | $140 | $2,044-93.1% | $2,732-94.9% | $2,565-94.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $277 | $8,189-96.6% | $7,965-96.5% | $6,261-95.6% |