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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 | $146,263 | $93,346+56.7% | $71,796+103.7% | $273,972-46.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 16.20% | 130.39%-114.2pp | 78.04%-61.8pp | 41.46%-25.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $16,000 | $3,475+360.4% | $2,794+472.6% | $5,287+202.6% |
| Admin fee / account holder | $72 | $6,571-98.9% | $4,815-98.5% | $10,133-99.3% |