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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 | $183,592-21.6% | $155,574-7.4% | $145,877-1.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.23% | 61.37%-33.1pp | 64.87%-36.6pp | 551.28%-523.1pp |
| Employer contribution / active EE | $778 | $5,317-85.4% | $4,676-83.4% | $4,663-83.3% |
| Participant deferral / active EE | $15,250 | $6,466+135.8% | $5,629+170.9% | $6,691+127.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |