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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 | $63,913 | $185,905-65.6% | $170,057-62.4% | $139,487-54.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.66% | 60.56%-40.9pp | 53.42%-33.8pp | 373.84%-354.2pp |
| Employer contribution / active EE | $1,343 | $7,597-82.3% | $6,790-80.2% | $4,755-71.8% |
| Participant deferral / active EE | $8,952 | $11,627-23.0% | $10,411-14.0% | $6,713+33.4% |
| Admin fee / account holder | $13 | $15,397-99.9% | $12,826-99.9% | $11,407-99.9% |