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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 | $45,730 | $53,837-15.1% | $75,717-39.6% | $85,856-46.7% |
| Participation rate | 81.5% | 69.1%+12.4pp | 74.8%+6.6pp | 69.3%+12.2pp |
| Annual return | 198.04% | 24.54%+173.5pp | 104.58%+93.5pp | 318.58%-120.5pp |
| Employer contribution / active EE | $132 | $2,017-93.4% | $2,743-95.2% | $2,565-94.8% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $226 | $3,341-93.2% | $3,619-93.8% | $6,261-96.4% |