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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 | $61,961 | $111,535-44.4% | $105,223-41.1% | $137,256-54.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.90% | 237.85%-219.0pp | 180.65%-161.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $702 | $3,939-82.2% | $3,689-81.0% | $4,156-83.1% |
| Participant deferral / active EE | $7,769 | $5,500+41.3% | $5,072+53.2% | $6,407+21.3% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |