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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 | $48,551 | $201,372-75.9% | $184,260-73.7% | $145,884-66.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.72% | 29.04%-5.3pp | 28.84%-5.1pp | 551.85%-528.1pp |
| Employer contribution / active EE | $700 | $7,024-90.0% | $6,427-89.1% | $4,662-85.0% |
| Participant deferral / active EE | $13,318 | $9,808+35.8% | $9,133+45.8% | $6,690+99.1% |
| Admin fee / account holder | $260 | $16,362-98.4% | $13,898-98.1% | $13,392-98.1% |