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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 | $137,670 | $73,978+86.1% | $96,515+42.6% | $75,173+83.1% |
| Participation rate | 93.0% | 66.4%+26.6pp | 74.3%+18.6pp | 67.2%+25.8pp |
| Annual return | 54.20% | 26.72%+27.5pp | 35.73%+18.5pp | 160.72%-106.5pp |
| Employer contribution / active EE | $80 | $2,931-97.3% | $3,740-97.9% | $2,671-97.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $22 | $5,219-99.6% | $6,735-99.7% | $5,651-99.6% |