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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 | $235,772 | $67,372+250.0% | $60,906+287.1% | $134,532+75.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 7.44% | 50.05%-42.6pp | 16.94%-9.5pp | 418.27%-410.8pp |
| Employer contribution / active EE | $340 | $3,099-89.0% | $2,703-87.4% | $4,741-92.8% |
| Participant deferral / active EE | $950 | $4,532-79.0% | $3,814-75.1% | $6,401-85.2% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |