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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 | $97,921 | $171,272-42.8% | $127,803-23.4% | $152,897-36.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 22.55% | 23.54%-1.0pp | 26.14%-3.6pp | 345.43%-322.9pp |
| Employer contribution / active EE | $0 | $5,451-100.0% | $4,576-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $30,000 | $7,043+325.9% | $6,023+398.1% | $5,851+412.7% |
| Admin fee / account holder | $0 | $14,540-100.0% | $9,399-100.0% | $11,599-100.0% |