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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 | $129,737-52.2% | $119,126-48.0% | $154,746-60.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.90% | 379.08%-360.2pp | 282.11%-263.2pp | 172.34%-153.4pp |
| Employer contribution / active EE | $702 | $4,375-84.0% | $4,034-82.6% | $4,379-84.0% |
| Participant deferral / active EE | $7,769 | $5,842+33.0% | $5,318+46.1% | $6,730+15.4% |
| Admin fee / account holder | $20 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |