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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 | $20,779 | $185,312-88.8% | $161,489-87.1% | $154,746-86.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 22.35% | 103.84%-81.5pp | 89.72%-67.4pp | 172.34%-150.0pp |
| Employer contribution / active EE | $851 | $4,769-82.2% | $4,268-80.1% | $4,379-80.6% |
| Participant deferral / active EE | $7,772 | $6,350+22.4% | $5,630+38.1% | $6,730+15.5% |
| Admin fee / account holder | $244 | $18,654-98.7% | $16,006-98.5% | $14,365-98.3% |