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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 | $129,692 | $98,776+31.3% | $149,745-13.4% | $79,856+62.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.36% | 27.38%-12.0pp | 276.72%-261.4pp | 31.71%-16.4pp |
| Employer contribution / active EE | $343 | $3,217-89.3% | $4,646-92.6% | $2,471-86.1% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $99 | $6,053-98.4% | $9,312-98.9% | $5,306-98.1% |