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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 | $137,200 | $90,486+51.6% | $78,676+74.4% | $273,972-49.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 32.47% | 75.62%-43.2pp | 62.19%-29.7pp | 41.46%-9.0pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,414 | $3,901+90.0% | $3,517+110.8% | $5,287+40.2% |
| Admin fee / account holder | $104 | $5,263-98.0% | $4,510-97.7% | $10,133-99.0% |