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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 | $59,260 | $183,516-67.7% | $155,534-61.9% | $145,884-59.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.29% | 61.43%-32.1pp | 64.92%-35.6pp | 551.85%-522.6pp |
| Employer contribution / active EE | $1,002 | $5,315-81.2% | $4,675-78.6% | $4,662-78.5% |
| Participant deferral / active EE | $3,400 | $6,467-47.4% | $5,630-39.6% | $6,690-49.2% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |