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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 | $186,015 | $64,729+187.4% | $112,263+65.7% | $68,490+171.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 16.63% | -11.40%+28.0pp | 27.49%-10.9pp | -7.85%+24.5pp |
| Employer contribution / active EE | $562 | $2,746-79.5% | $3,636-84.5% | $2,597-78.4% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $246 | $5,222-95.3% | $6,410-96.2% | $5,403-95.4% |