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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 | $94,254 | $166,242-43.3% | $165,071-42.9% | $145,884-35.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.94% | 100.44%-76.5pp | 70.17%-46.2pp | 551.85%-527.9pp |
| Employer contribution / active EE | $680 | $5,283-87.1% | $4,347-84.4% | $4,662-85.4% |
| Participant deferral / active EE | $2,718 | $6,964-61.0% | $6,035-55.0% | $6,690-59.4% |
| Admin fee / account holder | $20 | $16,658-99.9% | $12,695-99.8% | $13,392-99.9% |