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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 | $106,916 | $152,612-29.9% | $125,192-14.6% | $152,897-30.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.75% | 54.85%-32.1pp | 43.79%-21.0pp | 345.43%-322.7pp |
| Employer contribution / active EE | $210 | $4,947-95.7% | $3,866-94.6% | $4,764-95.6% |
| Participant deferral / active EE | $4,625 | $5,868-21.2% | $4,937-6.3% | $5,851-21.0% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |