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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 | $20,194 | $107,363-81.2% | $92,909-78.3% | $152,897-86.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.43% | 145.63%-126.2pp | 109.44%-90.0pp | 345.43%-326.0pp |
| Employer contribution / active EE | $550 | $4,222-87.0% | $3,653-84.9% | $4,764-88.5% |
| Participant deferral / active EE | $4,840 | $4,848-0.2% | $4,238+14.2% | $5,851-17.3% |
| Admin fee / account holder | $71 | $7,082-99.0% | $5,795-98.8% | $11,599-99.4% |