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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 | $138,054 | $100,811+36.9% | $86,698+59.2% | $134,545+2.6% |
| Participation rate | 92.9% | 79.0%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | 0.00% | 29.11%-29.1pp | 35.96%-36.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,852 | $5,339-65.3% | $4,656-60.2% | $6,401-71.1% |
| Admin fee / account holder | $51 | $10,926-99.5% | $7,492-99.3% | $11,431-99.6% |