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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 | $29,710 | $58,523-49.2% | $99,475-70.1% | $72,975-59.3% |
| Participation rate | 72.1% | 64.6%+7.5pp | 73.8%-1.7pp | 69.5%+2.6pp |
| Annual return | 137.32% | 28.51%+108.8pp | 30.72%+106.6pp | 81.01%+56.3pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,207 | $2,606-53.7% | $3,619-66.6% | $3,608-66.5% |
| Admin fee / account holder | $166 | $4,102-96.0% | $6,252-97.3% | $5,124-96.8% |