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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 | $84,094 | $73,988+13.7% | $96,538-12.9% | $75,177+11.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 125.01% | 26.73%+98.3pp | 35.74%+89.3pp | 160.75%-35.7pp |
| Employer contribution / active EE | $293 | $2,930-90.0% | $3,740-92.2% | $2,671-89.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $112 | $5,220-97.9% | $6,737-98.3% | $5,651-98.0% |