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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 | $210,698-92.6% | $178,014-91.2% | $145,959-89.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.96% | 386.27%-373.3pp | 294.80%-281.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $501 | $4,567-89.0% | $3,950-87.3% | $4,661-89.2% |
| Participant deferral / active EE | $2,585 | $6,958-62.9% | $6,276-58.8% | $6,689-61.4% |
| Admin fee / account holder | $151 | $12,016-98.7% | $10,362-98.5% | $13,398-98.9% |