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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 | $69,810 | $58,493+19.3% | $84,021-16.9% | $72,975-4.3% |
| Participation rate | 84.1% | 61.2%+22.9pp | 69.0%+15.1pp | 69.5%+14.6pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.32%-71.3pp | 81.01%-81.0pp |
| Employer contribution / active EE | $162 | $1,163-86.1% | $1,984-91.8% | $2,440-93.4% |
| Participant deferral / active EE | $1,579 | $2,394-34.0% | $3,239-51.3% | $3,608-56.2% |
| Admin fee / account holder | $2 | $4,569-100.0% | $6,102-100.0% | $5,124-100.0% |