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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 | $87,576 | $201,372-56.5% | $184,260-52.5% | $145,884-40.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.75% | 29.04%-9.3pp | 28.84%-9.1pp | 551.85%-532.1pp |
| Employer contribution / active EE | $921 | $7,024-86.9% | $6,427-85.7% | $4,662-80.2% |
| Participant deferral / active EE | $6,500 | $9,808-33.7% | $9,133-28.8% | $6,690-2.8% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |