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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 | $74,799 | $209,422-64.3% | $178,503-58.1% | $158,982-53.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.47% | 188.81%-176.3pp | 151.12%-138.6pp | 302.99%-290.5pp |
| Employer contribution / active EE | $547 | $5,707-90.4% | $5,011-89.1% | $4,763-88.5% |
| Participant deferral / active EE | $5,900 | $5,955-0.9% | $5,202+13.4% | $5,983-1.4% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |