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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 | $118,155 | $140,578-16.0% | $100,671+17.4% | $125,389-5.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -0.75% | 24.67%-25.4pp | 20.43%-21.2pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $11,674 | $3,981+193.2% | $3,144+271.3% | $5,352+118.1% |
| Admin fee / account holder | $9 | $6,716-99.9% | $4,850-99.8% | $9,541-99.9% |