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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 | $232,037 | $110,410+110.2% | $102,437+126.5% | $145,897+59.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.56% | 24.85%-10.3pp | 24.95%-10.4pp | 552.29%-537.7pp |
| Employer contribution / active EE | $167 | $4,217-96.0% | $3,871-95.7% | $4,663-96.4% |
| Participant deferral / active EE | $20,333 | $5,622+261.7% | $5,060+301.8% | $6,689+204.0% |
| Admin fee / account holder | $5 | $9,745-99.9% | $8,388-99.9% | $13,390-100.0% |