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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 | $78,114 | $183,592-57.5% | $155,567-49.8% | $145,959-46.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 34.06% | 61.24%-27.2pp | 64.74%-30.7pp | 561.95%-527.9pp |
| Employer contribution / active EE | $955 | $5,315-82.0% | $4,674-79.6% | $4,661-79.5% |
| Participant deferral / active EE | $15,250 | $6,464+135.9% | $5,628+171.0% | $6,689+128.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |