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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 | $123,415 | $73,988+66.8% | $96,538+27.8% | $75,177+64.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 40.92% | 26.73%+14.2pp | 35.74%+5.2pp | 160.75%-119.8pp |
| Employer contribution / active EE | $27 | $2,930-99.1% | $3,740-99.3% | $2,671-99.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11 | $5,220-99.8% | $6,737-99.8% | $5,651-99.8% |