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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 | $81,072 | $160,070-49.4% | $147,117-44.9% | $145,897-44.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.75% | 98.69%-86.9pp | 420.54%-408.8pp | 552.29%-540.5pp |
| Employer contribution / active EE | $517 | $5,285-90.2% | $4,932-89.5% | $4,663-88.9% |
| Participant deferral / active EE | $4,857 | $8,419-42.3% | $8,065-39.8% | $6,689-27.4% |
| Admin fee / account holder | $42 | $15,035-99.7% | $12,993-99.7% | $13,390-99.7% |