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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 | $81,696+140.2% | $70,494+178.4% | $158,982+23.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.52% | 208.70%-199.2pp | 109.16%-99.6pp | 302.99%-293.5pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,000 | $4,558+97.5% | $3,711+142.5% | $5,983+50.4% |
| Admin fee / account holder | $35 | $6,200-99.4% | $3,848-99.1% | $11,252-99.7% |