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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 | $39,896 | $183,592-78.3% | $155,567-74.4% | $145,959-72.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.37% | 61.24%-48.9pp | 64.74%-52.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $968 | $5,315-81.8% | $4,674-79.3% | $4,661-79.2% |
| Participant deferral / active EE | $5,060 | $6,464-21.7% | $5,628-10.1% | $6,689-24.3% |
| Admin fee / account holder | $291 | $19,318-98.5% | $15,916-98.2% | $13,398-97.8% |