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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 | $180,710 | $142,426+26.9% | $115,167+56.9% | $152,909+18.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 8.25% | 41.48%-33.2pp | 35.60%-27.4pp | 345.46%-337.2pp |
| Employer contribution / active EE | $656 | $4,011-83.6% | $3,179-79.4% | $4,764-86.2% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |