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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 | $169,212 | $176,402-4.1% | $134,162+26.1% | $158,966+6.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.73% | 63.66%-44.9pp | 36.35%-17.6pp | 302.95%-284.2pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,214 | $4,093+125.1% | $3,500+163.3% | $5,983+54.0% |
| Admin fee / account holder | $143 | $8,719-98.4% | $6,685-97.9% | $11,250-98.7% |