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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 | $53,362 | $165,399-67.7% | $149,745-64.4% | $158,982-66.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.16% | 348.34%-327.2pp | 276.72%-255.6pp | 302.99%-281.8pp |
| Employer contribution / active EE | $257 | $5,105-95.0% | $4,646-94.5% | $4,763-94.6% |
| Participant deferral / active EE | $12,000 | $7,183+67.1% | $6,843+75.4% | $5,983+100.6% |
| Admin fee / account holder | $125 | $10,811-98.8% | $9,312-98.7% | $11,252-98.9% |