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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 | $136,028 | $117,829+15.4% | $102,423+32.8% | $145,877-6.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.19% | 31.83%-16.6pp | 29.42%-14.2pp | 551.28%-536.1pp |
| Employer contribution / active EE | $768 | $3,615-78.8% | $3,023-74.6% | $4,663-83.5% |
| Participant deferral / active EE | $18,702 | $5,732+226.2% | $5,054+270.0% | $6,691+179.5% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |