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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 | $19,394 | $174,379-88.9% | $152,093-87.2% | $138,895-86.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.10% | 74.86%-53.8pp | 66.36%-45.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $600 | $4,652-87.1% | $4,175-85.6% | $4,194-85.7% |
| Participant deferral / active EE | $3,745 | $6,159-39.2% | $5,451-31.3% | $6,396-41.4% |
| Admin fee / account holder | $53 | $16,880-99.7% | $14,497-99.6% | $12,562-99.6% |