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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 | $53,286 | $223,823-76.2% | $211,142-74.8% | $154,746-65.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.49% | 50.39%-35.9pp | 46.84%-32.3pp | 172.34%-157.8pp |
| Employer contribution / active EE | $800 | $6,787-88.2% | $6,442-87.6% | $4,379-81.7% |
| Participant deferral / active EE | $3,917 | $9,750-59.8% | $9,284-57.8% | $6,730-41.8% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |