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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 | $13,346 | $174,379-92.3% | $152,093-91.2% | $138,895-90.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.75% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $741 | $4,652-84.1% | $4,175-82.2% | $4,194-82.3% |
| Participant deferral / active EE | $2,067 | $6,159-66.4% | $5,451-62.1% | $6,396-67.7% |
| Admin fee / account holder | $81 | $16,880-99.5% | $14,497-99.4% | $12,562-99.4% |