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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 | $34,132 | $141,001-75.8% | $112,228-69.6% | $139,487-75.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.38% | 32.75%-18.4pp | 30.23%-15.9pp | 373.84%-359.5pp |
| Employer contribution / active EE | $486 | $4,285-88.7% | $3,432-85.8% | $4,755-89.8% |
| Participant deferral / active EE | $8,317 | $5,877+41.5% | $4,800+73.3% | $6,713+23.9% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |