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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 | $170,955 | $77,449+120.7% | $69,483+146.0% | $152,909+11.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 26.37% | 39.09%-12.7pp | 28.99%-2.6pp | 345.46%-319.1pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,000 | $4,415+103.9% | $3,537+154.5% | $5,851+53.8% |
| Admin fee / account holder | $35 | $6,210-99.4% | $3,841-99.1% | $11,601-99.7% |