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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 | $94,135 | $72,273+30.2% | $101,275-7.1% | $79,856+17.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 61.64% | 22.30%+39.3pp | 46.48%+15.2pp | 31.71%+29.9pp |
| Employer contribution / active EE | $276 | $2,691-89.8% | $3,660-92.5% | $2,471-88.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $216 | $4,401-95.1% | $5,948-96.4% | $5,306-95.9% |