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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 | $26,150 | $209,336-87.5% | $197,124-86.7% | $137,256-80.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.78% | 48.09%-26.3pp | 44.34%-22.6pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,275 | $6,591-80.7% | $6,227-79.5% | $4,156-69.3% |
| Participant deferral / active EE | $7,991 | $9,614-16.9% | $9,135-12.5% | $6,407+24.7% |
| Admin fee / account holder | $33 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |