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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 | $162,136-44.3% | $152,301-40.7% | $154,746-41.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.95% | 91.02%-72.1pp | 80.50%-61.5pp | 172.34%-153.4pp |
| Employer contribution / active EE | $545 | $4,890-88.9% | $4,624-88.2% | $4,379-87.6% |
| Participant deferral / active EE | $16,500 | $8,341+97.8% | $8,004+106.2% | $6,730+145.2% |
| Admin fee / account holder | $20 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |