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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 | $12,110 | $110,410-89.0% | $102,437-88.2% | $145,897-91.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.53% | 24.85%-10.3pp | 24.95%-10.4pp | 552.29%-537.8pp |
| Employer contribution / active EE | $592 | $4,217-86.0% | $3,871-84.7% | $4,663-87.3% |
| Participant deferral / active EE | $2,161 | $5,622-61.6% | $5,060-57.3% | $6,689-67.7% |
| Admin fee / account holder | $223 | $9,745-97.7% | $8,388-97.3% | $13,390-98.3% |