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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 | $40,280 | $183,516-78.1% | $155,534-74.1% | $145,884-72.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.29% | 61.43%-50.1pp | 64.92%-53.6pp | 551.85%-540.6pp |
| Employer contribution / active EE | $967 | $5,315-81.8% | $4,675-79.3% | $4,662-79.3% |
| Participant deferral / active EE | $10,000 | $6,467+54.6% | $5,630+77.6% | $6,690+49.5% |
| Admin fee / account holder | $199 | $19,293-99.0% | $15,900-98.7% | $13,392-98.5% |