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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 | $117,107 | $73,019+60.4% | $90,766+29.0% | $68,490+71.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 51.61% | -13.81%+65.4pp | -12.16%+63.8pp | -7.85%+59.5pp |
| Employer contribution / active EE | $329 | $2,193-85.0% | $2,922-88.7% | $2,597-87.3% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $156 | $5,897-97.4% | $8,446-98.2% | $5,403-97.1% |