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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 | $30,327 | $157,304-80.7% | $141,197-78.5% | $152,909-80.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.82% | 64.34%-38.5pp | 71.41%-45.6pp | 345.46%-319.6pp |
| Employer contribution / active EE | $593 | $5,263-88.7% | $4,736-87.5% | $4,764-87.5% |
| Participant deferral / active EE | $17,050 | $7,111+139.8% | $6,710+154.1% | $5,851+191.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |