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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 | $201,344-71.8% | $184,243-69.2% | $145,877-61.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.55% | 29.01%-12.5pp | 28.82%-12.3pp | 551.28%-534.7pp |
| Employer contribution / active EE | $973 | $7,022-86.2% | $6,427-84.9% | $4,663-79.1% |
| Participant deferral / active EE | $28,385 | $9,807+189.4% | $9,132+210.8% | $6,691+324.2% |
| Admin fee / account holder | $9 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |