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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 | $56,308 | $77,817-27.6% | $123,553-54.4% | $64,173-12.3% |
| Participation rate | 97.5% | 74.7%+22.8pp | 82.3%+15.2pp | 69.6%+27.9pp |
| Annual return | 45.51% | 12.49%+33.0pp | 119.21%-73.7pp | 7.63%+37.9pp |
| Employer contribution / active EE | $406 | $3,014-86.5% | $4,628-91.2% | $2,381-82.9% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $169 | $5,519-96.9% | $9,284-98.2% | $4,887-96.5% |