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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 | $27,412 | $183,592-85.1% | $155,567-82.4% | $145,959-81.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.68% | 61.24%-39.6pp | 64.74%-43.1pp | 561.95%-540.3pp |
| Employer contribution / active EE | $747 | $5,315-85.9% | $4,674-84.0% | $4,661-84.0% |
| Participant deferral / active EE | $11,308 | $6,464+74.9% | $5,628+100.9% | $6,689+69.1% |
| Admin fee / account holder | $166 | $19,318-99.1% | $15,916-99.0% | $13,398-98.8% |