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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 | $80,214 | $183,627-56.3% | $155,602-48.4% | $145,978-45.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.04% | 61.32%-38.3pp | 64.81%-41.8pp | 550.52%-527.5pp |
| Employer contribution / active EE | $536 | $5,316-89.9% | $4,675-88.5% | $4,662-88.5% |
| Participant deferral / active EE | $2,556 | $6,466-60.5% | $5,629-54.6% | $6,690-61.8% |
| Admin fee / account holder | $4 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |