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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 | $65,741 | $183,592-64.2% | $155,567-57.7% | $145,959-55.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.91% | 61.24%-50.3pp | 64.74%-53.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $1,024 | $5,315-80.7% | $4,674-78.1% | $4,661-78.0% |
| Participant deferral / active EE | $6,615 | $6,464+2.3% | $5,628+17.5% | $6,689-1.1% |
| Admin fee / account holder | $97 | $19,318-99.5% | $15,916-99.4% | $13,398-99.3% |