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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 | $58,165 | $148,582-60.9% | $135,942-57.2% | $139,456-58.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.05% | 79.26%-62.2pp | 68.28%-51.2pp | 373.45%-356.4pp |
| Employer contribution / active EE | $500 | $5,245-90.5% | $4,858-89.7% | $4,753-89.5% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $85 | $12,402-99.3% | $10,764-99.2% | $11,407-99.3% |