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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 | $190,045 | $149,333+27.3% | $106,387+78.6% | $135,380+40.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | 26.90% | 0.52%+26.4pp | 0.25%+26.6pp | 519.81%-492.9pp |
| Employer contribution / active EE | $527 | $4,984-89.4% | $3,520-85.0% | $4,779-89.0% |
| Participant deferral / active EE | $3,143 | $7,230-56.5% | $5,421-42.0% | $5,609-44.0% |
| Admin fee / account holder | $0 | $15,952-100.0% | $7,510-100.0% | $10,828-100.0% |