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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 | $187,733 | $106,749+75.9% | $145,433+29.1% | $82,448+127.7% |
| Participation rate | 97.4% | 75.6%+21.7pp | 82.1%+15.2pp | 68.1%+29.3pp |
| Annual return | 41.78% | 27.59%+14.2pp | 66.58%-24.8pp | 41.64%+0.1pp |
| Employer contribution / active EE | $365 | $3,444-89.4% | $4,554-92.0% | $2,551-85.7% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $190 | $8,390-97.7% | $13,129-98.5% | $7,234-97.4% |