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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 | $133,973 | $157,276-14.8% | $141,177-5.1% | $152,885-12.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.57% | 64.33%-46.8pp | 71.40%-53.8pp | 345.39%-327.8pp |
| Employer contribution / active EE | $325 | $5,262-93.8% | $4,736-93.1% | $4,763-93.2% |
| Participant deferral / active EE | $9,500 | $7,110+33.6% | $6,710+41.6% | $5,851+62.4% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |