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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 | $16,888 | $183,539-90.8% | $155,556-89.1% | $145,897-88.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 13.50% | 61.31%-47.8pp | 64.84%-51.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $500 | $5,315-90.6% | $4,675-89.3% | $4,663-89.3% |
| Participant deferral / active EE | $2,631 | $6,467-59.3% | $5,631-53.3% | $6,689-60.7% |
| Admin fee / account holder | $20 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |