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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 | $64,644 | $167,362-61.4% | $143,799-55.0% | $134,532-51.9% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | 33.18% | 0.47%+32.7pp | -0.04%+33.2pp | 418.27%-385.1pp |
| Employer contribution / active EE | $1,058 | $5,620-81.2% | $4,952-78.6% | $4,741-77.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |