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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 | $67,512 | $196,972-65.7% | $182,262-63.0% | $198,609-66.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.55% | 158.27%-139.7pp | 140.60%-122.0pp | 202.70%-184.1pp |
| Employer contribution / active EE | $1,215 | $5,364-77.3% | $5,046-75.9% | $5,055-76.0% |
| Participant deferral / active EE | $8,142 | $8,643-5.8% | $8,276-1.6% | $6,977+16.7% |
| Admin fee / account holder | $84 | $18,429-99.5% | $16,712-99.5% | $19,030-99.6% |