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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 | $37,945 | $183,516-79.3% | $155,534-75.6% | $145,884-74.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.99% | 61.43%-44.4pp | 64.92%-47.9pp | 551.85%-534.9pp |
| Employer contribution / active EE | $826 | $5,315-84.5% | $4,675-82.3% | $4,662-82.3% |
| Participant deferral / active EE | $4,374 | $6,467-32.4% | $5,630-22.3% | $6,690-34.6% |
| Admin fee / account holder | $251 | $19,293-98.7% | $15,900-98.4% | $13,392-98.1% |