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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 | $148,863 | $125,778+18.4% | $114,563+29.9% | $154,746-3.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 12.25% | 295.14%-282.9pp | 241.09%-228.8pp | 172.34%-160.1pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,199 | $4,445-28.0% | $4,142-22.8% | $6,730-52.5% |
| Admin fee / account holder | $6 | $8,190-99.9% | $7,623-99.9% | $14,365-100.0% |