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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 | $246,056 | $167,522+46.9% | $151,639+62.3% | $134,532+82.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.39% | 7.81%-18.2pp | 3.34%-13.7pp | 418.27%-428.7pp |
| Employer contribution / active EE | $21 | $6,828-99.7% | $6,165-99.7% | $4,741-99.6% |
| Participant deferral / active EE | $25,479 | $8,986+183.5% | $8,363+204.6% | $6,401+298.1% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |