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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 | $81,878 | $176,120-53.5% | $159,487-48.7% | $167,553-51.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.00% | 331.95%-320.0pp | 263.71%-251.7pp | 478.89%-466.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $12,350 | $7,752+59.3% | $7,354+67.9% | $6,343+94.7% |
| Admin fee / account holder | $20 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |