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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 | $70,401 | $183,592-61.7% | $155,574-54.7% | $145,877-51.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 40.92% | 61.37%-20.5pp | 64.87%-23.9pp | 551.28%-510.4pp |
| Employer contribution / active EE | $833 | $5,317-84.3% | $4,676-82.2% | $4,663-82.1% |
| Participant deferral / active EE | $1,939 | $6,466-70.0% | $5,629-65.6% | $6,691-71.0% |
| Admin fee / account holder | $1 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |