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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 | $71,981 | $165,399-56.5% | $149,745-51.9% | $158,982-54.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.80% | 348.34%-331.5pp | 276.72%-259.9pp | 302.99%-286.2pp |
| Employer contribution / active EE | $482 | $5,105-90.6% | $4,646-89.6% | $4,763-89.9% |
| Participant deferral / active EE | $6,597 | $7,183-8.2% | $6,843-3.6% | $5,983+10.3% |
| Admin fee / account holder | $71 | $10,811-99.3% | $9,312-99.2% | $11,252-99.4% |