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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 | $123,209 | $225,673-45.4% | $203,872-39.6% | $155,188-20.6% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 14.58% | 95.91%-81.3pp | 85.11%-70.5pp | 148.84%-134.3pp |
| Employer contribution / active EE | $62 | $4,099-98.5% | $3,757-98.3% | $4,248-98.5% |
| Participant deferral / active EE | $4,891 | $6,893-29.0% | $6,388-23.4% | $6,531-25.1% |
| Admin fee / account holder | $232 | $12,327-98.1% | $11,730-98.0% | $14,480-98.4% |