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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 | $32,265 | $168,635-80.9% | $147,617-78.1% | $125,389-74.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.42% | 77.65%-79.1pp | 61.98%-63.4pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,265 | $6,252-79.8% | $5,564-77.3% | $4,866-74.0% |
| Participant deferral / active EE | $1,911 | $5,507-65.3% | $4,895-61.0% | $5,352-64.3% |
| Admin fee / account holder | $15 | $13,580-99.9% | $11,612-99.9% | $9,541-99.8% |