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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 | $25,937 | $176,105-85.3% | $159,474-83.7% | $167,536-84.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.43% | 331.91%-315.5pp | 263.68%-247.3pp | 478.82%-462.4pp |
| Employer contribution / active EE | $732 | $5,299-86.2% | $4,831-84.9% | $4,839-84.9% |
| Participant deferral / active EE | $7,275 | $7,751-6.1% | $7,353-1.1% | $6,342+14.7% |
| Admin fee / account holder | $24 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |