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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 | $17,290 | $107,368-83.9% | $92,915-81.4% | $152,909-88.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.62% | 145.64%-128.0pp | 109.45%-91.8pp | 345.46%-327.8pp |
| Employer contribution / active EE | $731 | $4,222-82.7% | $3,653-80.0% | $4,764-84.7% |
| Participant deferral / active EE | $2,271 | $4,848-53.1% | $4,238-46.4% | $5,851-61.2% |
| Admin fee / account holder | $300 | $7,082-95.8% | $5,796-94.8% | $11,601-97.4% |