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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 | $209,336-74.5% | $197,124-73.0% | $137,256-61.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.49% | 48.09%-33.6pp | 44.34%-29.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $800 | $6,591-87.9% | $6,227-87.2% | $4,156-80.8% |
| Participant deferral / active EE | $3,917 | $9,614-59.3% | $9,135-57.1% | $6,407-38.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |