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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 | $115,862 | $81,476+42.2% | $102,383+13.2% | $80,925+43.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 48.07% | 25.59%+22.5pp | 24.94%+23.1pp | 35.65%+12.4pp |
| Employer contribution / active EE | $755 | $3,105-75.7% | $3,870-80.5% | $2,756-72.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $174 | $6,717-97.4% | $8,391-97.9% | $6,940-97.5% |