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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 | $33,015 | $201,264-83.6% | $184,185-82.1% | $145,978-77.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.03% | 29.00%-16.0pp | 28.81%-15.8pp | 550.52%-537.5pp |
| Employer contribution / active EE | $731 | $7,021-89.6% | $6,426-88.6% | $4,662-84.3% |
| Participant deferral / active EE | $5,914 | $9,806-39.7% | $9,132-35.2% | $6,690-11.6% |
| Admin fee / account holder | $246 | $16,376-98.5% | $13,909-98.2% | $13,400-98.2% |