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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 | $29,568 | $125,190-76.4% | $105,624-72.0% | $145,897-79.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.19% | 225.22%-210.0pp | 116.20%-101.0pp | 552.29%-537.1pp |
| Employer contribution / active EE | $737 | $3,720-80.2% | $3,168-76.7% | $4,663-84.2% |
| Participant deferral / active EE | $2,231 | $5,716-61.0% | $5,013-55.5% | $6,689-66.7% |
| Admin fee / account holder | $111 | $17,138-99.4% | $10,961-99.0% | $13,390-99.2% |