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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 | $49,986 | $169,336-70.5% | $129,384-61.4% | $145,884-65.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.65% | 14408.70%-14393.1pp | 9461.77%-9446.1pp | 551.85%-536.2pp |
| Employer contribution / active EE | $167 | $5,540-97.0% | $4,153-96.0% | $4,662-96.4% |
| Participant deferral / active EE | $18,162 | $4,985+264.3% | $4,166+336.0% | $6,690+171.5% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |