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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 | $33,126 | $110,240-70.0% | $96,544-65.7% | $139,487-76.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.51% | 26.41%-11.9pp | 25.88%-11.4pp | 373.84%-359.3pp |
| Employer contribution / active EE | $306 | $3,622-91.6% | $2,966-89.7% | $4,755-93.6% |
| Participant deferral / active EE | $2,317 | $5,549-58.3% | $4,851-52.2% | $6,713-65.5% |
| Admin fee / account holder | $19 | $11,602-99.8% | $8,254-99.8% | $11,407-99.8% |