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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 | $37,690 | $52,678-28.5% | $75,784-50.3% | $59,633-36.8% |
| Participation rate | 97.8% | 67.2%+30.6pp | 75.8%+22.0pp | 68.7%+29.2pp |
| Annual return | 34.68% | 2.95%+31.7pp | 9.68%+25.0pp | 2041.45%-2006.8pp |
| Employer contribution / active EE | $235 | $2,193-89.3% | $3,323-92.9% | $2,203-89.3% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $192 | $3,610-94.7% | $5,300-96.4% | $4,297-95.5% |