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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 | $128,423 | $52,519+144.5% | $155,789-17.6% | $59,633+115.4% |
| Participation rate | 96.6% | 61.7%+34.8pp | 76.1%+20.5pp | 68.7%+27.9pp |
| Annual return | 1.15% | 53.51%-52.4pp | 71.54%-70.4pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,537 | $3,084+209.2% | $4,798+98.8% | $3,192+198.8% |
| Admin fee / account holder | $7 | $3,540-99.8% | $7,477-99.9% | $4,297-99.8% |