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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 | $56,798 | $201,372-71.8% | $184,260-69.2% | $145,884-61.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.55% | 29.04%-12.5pp | 28.84%-12.3pp | 551.85%-535.3pp |
| Employer contribution / active EE | $973 | $7,024-86.2% | $6,427-84.9% | $4,662-79.1% |
| Participant deferral / active EE | $28,385 | $9,808+189.4% | $9,133+210.8% | $6,690+324.3% |
| Admin fee / account holder | $9 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |