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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 | $27,358 | $111,535-75.5% | $105,223-74.0% | $137,256-80.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 43.66% | 237.85%-194.2pp | 180.65%-137.0pp | 220.34%-176.7pp |
| Employer contribution / active EE | $612 | $3,939-84.5% | $3,689-83.4% | $4,156-85.3% |
| Participant deferral / active EE | $1,507 | $5,500-72.6% | $5,072-70.3% | $6,407-76.5% |
| Admin fee / account holder | $166 | $9,721-98.3% | $8,859-98.1% | $12,270-98.6% |