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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 | $193,080 | $127,387+51.6% | $115,038+67.8% | $125,389+54.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.97% | 31.28%-33.2pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $35,500 | $6,423+452.7% | $6,026+489.1% | $5,352+563.4% |
| Admin fee / account holder | $30 | $9,516-99.7% | $8,175-99.6% | $9,541-99.7% |