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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 | $41,739 | $99,652-58.1% | $78,778-47.0% | $147,586-71.7% |
| Participation rate | 95.5% | 76.2%+19.2pp | 69.2%+26.3pp | 82.8%+12.6pp |
| Annual return | 77.51% | 47.28%+30.2pp | 35.62%+41.9pp | 578.59%-501.1pp |
| Employer contribution / active EE | $186 | $2,796-93.3% | $1,986-90.6% | $4,876-96.2% |
| Participant deferral / active EE | $2,054 | $3,664-43.9% | $2,958-30.6% | $5,439-62.2% |
| Admin fee / account holder | $157 | $7,155-97.8% | $5,134-96.9% | $10,886-98.6% |