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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 | $132,032 | $227,633-42.0% | $189,597-30.4% | $167,553-21.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.54% | 78.45%-59.9pp | 64.20%-45.7pp | 478.89%-460.4pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,412-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $11,954 | $7,003+70.7% | $6,174+93.6% | $6,343+88.5% |
| Admin fee / account holder | $120 | $11,879-99.0% | $9,807-98.8% | $12,316-99.0% |