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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 | $97,127 | $183,627-47.1% | $155,602-37.6% | $145,978-33.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.64% | 61.32%-35.7pp | 64.81%-39.2pp | 550.52%-524.9pp |
| Employer contribution / active EE | $940 | $5,316-82.3% | $4,675-79.9% | $4,662-79.8% |
| Participant deferral / active EE | $3,060 | $6,466-52.7% | $5,629-45.6% | $6,690-54.3% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |