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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 | $160,386 | $114,119+40.5% | $107,187+49.6% | $138,895+15.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.97% | 273.21%-256.2pp | 204.55%-187.6pp | 145.39%-128.4pp |
| Employer contribution / active EE | $833 | $4,059-79.5% | $3,782-78.0% | $4,194-80.2% |
| Participant deferral / active EE | $12,000 | $5,538+116.7% | $5,096+135.5% | $6,396+87.6% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |