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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 | $52,895 | $197,625-73.2% | $177,840-70.3% | $158,966-66.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.70% | 58.76%-51.1pp | 48.32%-40.6pp | 302.95%-295.3pp |
| Employer contribution / active EE | $1,212 | $6,698-81.9% | $5,919-79.5% | $4,762-74.5% |
| Participant deferral / active EE | $5,510 | $8,405-34.4% | $7,714-28.6% | $5,983-7.9% |
| Admin fee / account holder | $26 | $15,405-99.8% | $12,431-99.8% | $11,250-99.8% |