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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 | $33,370 | $209,425-84.1% | $178,499-81.3% | $158,966-79.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.26% | 188.80%-173.5pp | 151.10%-135.8pp | 302.95%-287.7pp |
| Employer contribution / active EE | $276 | $5,707-95.2% | $5,011-94.5% | $4,762-94.2% |
| Participant deferral / active EE | $2,881 | $5,955-51.6% | $5,202-44.6% | $5,983-51.8% |
| Admin fee / account holder | $42 | $17,078-99.8% | $13,986-99.7% | $11,250-99.6% |