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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 | $145,196 | $80,992+79.3% | $96,534+50.4% | $75,173+93.1% |
| Participation rate | 98.0% | 71.8%+26.2pp | 76.0%+22.0pp | 67.2%+30.8pp |
| Annual return | 130.24% | 27.05%+103.2pp | 25.88%+104.4pp | 160.72%-30.5pp |
| Employer contribution / active EE | $349 | $2,283-84.7% | $2,965-88.2% | $2,671-87.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $261 | $6,717-96.1% | $8,253-96.8% | $5,651-95.4% |