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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 | $65,099 | $196,972-67.0% | $182,262-64.3% | $198,609-67.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.34% | 158.27%-140.9pp | 140.60%-123.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $544 | $5,364-89.9% | $5,046-89.2% | $5,055-89.2% |
| Participant deferral / active EE | $7,833 | $8,643-9.4% | $8,276-5.4% | $6,977+12.3% |
| Admin fee / account holder | $86 | $18,429-99.5% | $16,712-99.5% | $19,030-99.5% |