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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 | $27,061 | $165,381-83.6% | $149,730-81.9% | $158,966-83.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.75% | 348.29%-330.5pp | 276.70%-258.9pp | 302.95%-285.2pp |
| Employer contribution / active EE | $429 | $5,104-91.6% | $4,645-90.8% | $4,762-91.0% |
| Participant deferral / active EE | $3,750 | $7,182-47.8% | $6,843-45.2% | $5,983-37.3% |
| Admin fee / account holder | $205 | $10,809-98.1% | $9,310-97.8% | $11,250-98.2% |