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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 | $36,919 | $110,337-66.5% | $102,383-63.9% | $145,877-74.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.24% | 24.83%-7.6pp | 24.94%-7.7pp | 551.28%-534.0pp |
| Employer contribution / active EE | $179 | $4,216-95.7% | $3,870-95.4% | $4,663-96.2% |
| Participant deferral / active EE | $9,299 | $5,621+65.4% | $5,060+83.8% | $6,691+39.0% |
| Admin fee / account holder | $235 | $9,750-97.6% | $8,391-97.2% | $13,402-98.2% |