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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 | $78,514 | $69,252+13.4% | $64,099+22.5% | $139,456-43.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.68% | 45.89%-27.2pp | 33.70%-15.0pp | 373.45%-354.8pp |
| Employer contribution / active EE | $294 | $3,184-90.8% | $2,748-89.3% | $4,753-93.8% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $3,881-100.0% | $6,711-100.0% |
| Admin fee / account holder | $60 | $4,248-98.6% | $3,070-98.0% | $11,407-99.5% |