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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 | $27,995 | $201,372-86.1% | $184,260-84.8% | $145,884-80.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.86% | 29.04%-11.2pp | 28.84%-11.0pp | 551.85%-534.0pp |
| Employer contribution / active EE | $796 | $7,024-88.7% | $6,427-87.6% | $4,662-82.9% |
| Participant deferral / active EE | $9,260 | $9,808-5.6% | $9,133+1.4% | $6,690+38.4% |
| Admin fee / account holder | $5 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |