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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 | $191,236 | $175,646+8.9% | $129,118+48.1% | $134,532+42.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -18.50% | -11.39%-7.1pp | -10.94%-7.6pp | 418.27%-436.8pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,051-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $30,000 | $7,970+276.4% | $6,539+358.8% | $6,401+368.7% |
| Admin fee / account holder | $0 | $23,578-100.0% | $14,305-100.0% | $11,429-100.0% |