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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 | $138,672 | $168,636-17.8% | $147,617-6.1% | $125,393+10.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 12.76% | 77.65%-64.9pp | 61.98%-49.2pp | 282.23%-269.5pp |
| Employer contribution / active EE | $306 | $6,252-95.1% | $5,565-94.5% | $4,866-93.7% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,351-100.0% |
| Admin fee / account holder | $249 | $13,580-98.2% | $11,611-97.9% | $9,541-97.4% |