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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 | $131,532 | $81,504+61.4% | $102,437+28.4% | $80,959+62.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 58.12% | 25.60%+32.5pp | 24.95%+33.2pp | 35.67%+22.4pp |
| Employer contribution / active EE | $391 | $3,104-87.4% | $3,871-89.9% | $2,757-85.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $196 | $6,719-97.1% | $8,388-97.7% | $6,925-97.2% |