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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 | $144,010 | $183,539-21.5% | $155,556-7.4% | $145,897-1.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.23% | 61.31%-33.1pp | 64.84%-36.6pp | 552.29%-524.1pp |
| Employer contribution / active EE | $778 | $5,315-85.4% | $4,675-83.4% | $4,663-83.3% |
| Participant deferral / active EE | $15,250 | $6,467+135.8% | $5,631+170.8% | $6,689+128.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |