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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 | $202,666 | $78,682+157.6% | $109,188+85.6% | $85,851+136.1% |
| Participation rate | 96.7% | 68.3%+28.4pp | 75.9%+20.8pp | 69.3%+27.3pp |
| Annual return | 72.83% | 25.09%+47.7pp | 25.76%+47.1pp | 318.63%-245.8pp |
| Employer contribution / active EE | $427 | $2,734-84.4% | $3,723-88.5% | $2,565-83.3% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $117 | $5,470-97.9% | $6,755-98.3% | $6,261-98.1% |