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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 | $137,050 | $183,516-25.3% | $155,534-11.9% | $145,884-6.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.51% | 61.43%-47.9pp | 64.92%-51.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $630 | $5,315-88.1% | $4,675-86.5% | $4,662-86.5% |
| Participant deferral / active EE | $14,000 | $6,467+116.5% | $5,630+148.7% | $6,690+109.3% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |