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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 | $134,817-54.0% | $123,973-50.0% | $155,188-60.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.90% | 515.49%-496.6pp | 388.13%-369.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $702 | $4,425-84.1% | $4,126-83.0% | $4,248-83.5% |
| Participant deferral / active EE | $7,769 | $5,706+36.1% | $5,247+48.1% | $6,531+18.9% |
| Admin fee / account holder | $20 | $13,245-99.8% | $11,799-99.8% | $14,480-99.9% |