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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 | $61,147 | $98,776-38.1% | $149,745-59.2% | $79,856-23.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 64.57% | 27.38%+37.2pp | 276.72%-212.1pp | 31.71%+32.9pp |
| Employer contribution / active EE | $364 | $3,217-88.7% | $4,646-92.2% | $2,471-85.3% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $179 | $6,053-97.0% | $9,312-98.1% | $5,306-96.6% |