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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 | $196,224 | $81,643+140.3% | $70,462+178.5% | $158,950+23.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.52% | 208.51%-199.0pp | 109.08%-99.6pp | 302.91%-293.4pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,000 | $4,555+97.6% | $3,710+142.6% | $5,983+50.4% |
| Admin fee / account holder | $35 | $6,194-99.4% | $3,845-99.1% | $11,248-99.7% |