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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 | $90,375 | $196,972-54.1% | $182,262-50.4% | $198,609-54.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.95% | 158.27%-139.3pp | 140.60%-121.6pp | 202.70%-183.7pp |
| Employer contribution / active EE | $545 | $5,364-89.8% | $5,046-89.2% | $5,055-89.2% |
| Participant deferral / active EE | $16,500 | $8,643+90.9% | $8,276+99.4% | $6,977+136.5% |
| Admin fee / account holder | $20 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |