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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 | $52,472 | $73,988-29.1% | $96,538-45.6% | $75,177-30.2% |
| Participation rate | 90.5% | 66.4%+24.0pp | 74.3%+16.1pp | 67.2%+23.3pp |
| Annual return | 120.51% | 26.73%+93.8pp | 35.74%+84.8pp | 160.75%-40.2pp |
| Employer contribution / active EE | $313 | $2,930-89.3% | $3,740-91.6% | $2,671-88.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $247 | $5,220-95.3% | $6,737-96.3% | $5,651-95.6% |