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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 | $88,266 | $232,540-62.0% | $185,117-52.3% | $147,586-40.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.94% | 43.03%-26.1pp | 40.50%-23.6pp | 578.59%-561.7pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,500 | $5,834+80.0% | $5,045+108.1% | $5,439+93.1% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |