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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 | $54,456 | $176,105-69.1% | $159,474-65.9% | $167,536-67.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.59% | 331.91%-312.3pp | 263.68%-244.1pp | 478.82%-459.2pp |
| Employer contribution / active EE | $500 | $5,299-90.6% | $4,831-89.6% | $4,839-89.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $160 | $12,559-98.7% | $10,802-98.5% | $12,315-98.7% |