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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 | $20,774 | $148,623-86.0% | $135,974-84.7% | $139,466-85.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.14% | 79.30%-67.2pp | 68.30%-56.2pp | 373.66%-361.5pp |
| Employer contribution / active EE | $718 | $5,246-86.3% | $4,859-85.2% | $4,754-84.9% |
| Participant deferral / active EE | $5,277 | $8,103-34.9% | $7,760-32.0% | $6,712-21.4% |
| Admin fee / account holder | $224 | $12,406-98.2% | $10,767-97.9% | $11,409-98.0% |