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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 | $117,252 | $197,625-40.7% | $177,840-34.1% | $158,966-26.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.80% | 58.76%-43.0pp | 48.32%-32.5pp | 302.95%-287.1pp |
| Employer contribution / active EE | $1,350 | $6,698-79.8% | $5,919-77.2% | $4,762-71.7% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |