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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 | $20,398 | $167,362-87.8% | $143,799-85.8% | $134,532-84.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 8.06% | 0.47%+7.6pp | -0.04%+8.1pp | 418.27%-410.2pp |
| Employer contribution / active EE | $1,031 | $5,620-81.7% | $4,952-79.2% | $4,741-78.3% |
| Participant deferral / active EE | $3,166 | $6,447-50.9% | $5,638-43.9% | $6,401-50.5% |
| Admin fee / account holder | $201 | $18,094-98.9% | $14,677-98.6% | $11,429-98.2% |