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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 | $41,642 | $176,838-76.5% | $146,685-71.6% | $167,518-75.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.89% | 24.04%-7.1pp | 22.75%-5.9pp | 478.71%-461.8pp |
| Employer contribution / active EE | $1,011 | $5,161-80.4% | $4,137-75.6% | $4,838-79.1% |
| Participant deferral / active EE | $10,133 | $6,441+57.3% | $5,507+84.0% | $6,342+59.8% |
| Admin fee / account holder | $30 | $13,262-99.8% | $10,281-99.7% | $12,312-99.8% |