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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 | $136,986 | $171,492-20.1% | $150,734-9.1% | $198,609-31.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 9.97% | 804.70%-794.7pp | 600.81%-590.8pp | 202.70%-192.7pp |
| Employer contribution / active EE | $1,050 | $5,470-80.8% | $4,918-78.7% | $5,055-79.2% |
| Participant deferral / active EE | $13,050 | $6,259+108.5% | $5,610+132.6% | $6,977+87.0% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |