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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 | $49,948 | $160,040-68.8% | $147,096-66.0% | $145,877-65.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.04% | 98.49%-86.5pp | 419.75%-407.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $487 | $5,289-90.8% | $4,936-90.1% | $4,663-89.6% |
| Participant deferral / active EE | $11,201 | $8,429+32.9% | $8,071+38.8% | $6,691+67.4% |
| Admin fee / account holder | $190 | $15,050-98.7% | $13,005-98.5% | $13,402-98.6% |