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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 | $27,314 | $157,829-82.7% | $136,867-80.0% | $198,609-86.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 22.06% | 51.25%-29.2pp | 42.97%-20.9pp | 202.70%-180.6pp |
| Employer contribution / active EE | $424 | $3,923-89.2% | $3,547-88.1% | $5,055-91.6% |
| Participant deferral / active EE | $3,035 | $5,463-44.4% | $4,924-38.4% | $6,977-56.5% |
| Admin fee / account holder | $137 | $11,107-98.8% | $10,340-98.7% | $19,030-99.3% |