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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 | $11,528 | $114,119-89.9% | $107,187-89.2% | $138,895-91.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.09% | 273.21%-258.1pp | 204.55%-189.5pp | 145.39%-130.3pp |
| Employer contribution / active EE | $587 | $4,059-85.5% | $3,782-84.5% | $4,194-86.0% |
| Participant deferral / active EE | $1,990 | $5,538-64.1% | $5,096-60.9% | $6,396-68.9% |
| Admin fee / account holder | $191 | $10,024-98.1% | $9,162-97.9% | $12,562-98.5% |