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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 | $127,936 | $104,650+22.3% | $83,854+52.6% | $155,188-17.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 141.39% | 28.97%+112.4pp | 31.39%+110.0pp | 148.84%-7.4pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,215 | $2,367+204.8% | $2,035+254.5% | $6,531+10.5% |
| Admin fee / account holder | $2 | $3,518-99.9% | $3,197-99.9% | $14,480-100.0% |