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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 | $15,597 | $211,224-92.6% | $178,505-91.3% | $145,897-89.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.96% | 30.28%-17.3pp | 27.16%-14.2pp | 552.29%-539.3pp |
| Employer contribution / active EE | $501 | $4,577-89.1% | $3,955-87.3% | $4,663-89.3% |
| Participant deferral / active EE | $2,585 | $6,966-62.9% | $6,280-58.8% | $6,689-61.4% |
| Admin fee / account holder | $151 | $12,109-98.7% | $10,428-98.5% | $13,390-98.9% |