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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 | $115,364 | $183,592-37.2% | $155,567-25.8% | $145,959-21.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.57% | 61.24%-48.7pp | 64.74%-52.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $120 | $5,315-97.7% | $4,674-97.4% | $4,661-97.4% |
| Participant deferral / active EE | $15,825 | $6,464+144.8% | $5,628+181.2% | $6,689+136.6% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |