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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 | $41,347 | $157,296-73.7% | $141,191-70.7% | $152,897-73.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.01% | 64.34%-43.3pp | 71.41%-50.4pp | 345.43%-324.4pp |
| Employer contribution / active EE | $698 | $5,262-86.7% | $4,736-85.3% | $4,764-85.4% |
| Participant deferral / active EE | $3,819 | $7,111-46.3% | $6,710-43.1% | $5,851-34.7% |
| Admin fee / account holder | $159 | $12,125-98.7% | $10,264-98.5% | $11,599-98.6% |