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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 | $67,381 | $201,264-66.5% | $184,185-63.4% | $145,978-53.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.86% | 29.00%-19.1pp | 28.81%-19.0pp | 550.52%-540.7pp |
| Employer contribution / active EE | $1,212 | $7,021-82.7% | $6,426-81.1% | $4,662-74.0% |
| Participant deferral / active EE | $19,710 | $9,806+101.0% | $9,132+115.8% | $6,690+194.6% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |