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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 | $78,142 | $183,539-57.4% | $155,556-49.8% | $145,897-46.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.63% | 61.31%-48.7pp | 64.84%-52.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $270 | $5,315-94.9% | $4,675-94.2% | $4,663-94.2% |
| Participant deferral / active EE | $2,080 | $6,467-67.8% | $5,631-63.1% | $6,689-68.9% |
| Admin fee / account holder | $179 | $19,275-99.1% | $15,885-98.9% | $13,390-98.7% |