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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 | $200,335 | $111,878+79.1% | $93,727+113.7% | $145,897+37.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.88% | 204.28%-190.4pp | 133.83%-119.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2 | $3,092-99.9% | $2,421-99.9% | $4,663-100.0% |
| Participant deferral / active EE | $7,623 | $4,920+54.9% | $4,417+72.6% | $6,689+14.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |