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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 | $28,604 | $183,516-84.4% | $155,534-81.6% | $145,884-80.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.82% | 61.43%-51.6pp | 64.92%-55.1pp | 551.85%-542.0pp |
| Employer contribution / active EE | $799 | $5,315-85.0% | $4,675-82.9% | $4,662-82.9% |
| Participant deferral / active EE | $2,148 | $6,467-66.8% | $5,630-61.8% | $6,690-67.9% |
| Admin fee / account holder | $53 | $19,293-99.7% | $15,900-99.7% | $13,392-99.6% |