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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 | $148,869 | $183,592-18.9% | $155,574-4.3% | $145,877+2.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.93% | 61.37%-41.4pp | 64.87%-44.9pp | 551.28%-531.4pp |
| Employer contribution / active EE | $395 | $5,317-92.6% | $4,676-91.6% | $4,663-91.5% |
| Participant deferral / active EE | $21,000 | $6,466+224.8% | $5,629+273.0% | $6,691+213.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |