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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 | $221,314 | $115,810+91.1% | $101,271+118.5% | $158,966+39.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.73% | 56.15%-47.4pp | 46.48%-37.7pp | 302.95%-294.2pp |
| Employer contribution / active EE | $594 | $4,175-85.8% | $3,660-83.8% | $4,762-87.5% |
| Participant deferral / active EE | $5,941 | $4,958+19.8% | $4,371+35.9% | $5,983-0.7% |
| Admin fee / account holder | $93 | $7,248-98.7% | $5,948-98.4% | $11,250-99.2% |