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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 | $71,578 | $217,432-67.1% | $185,849-61.5% | $167,536-57.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.39% | 148.42%-139.0pp | 122.10%-112.7pp | 478.82%-469.4pp |
| Employer contribution / active EE | $972 | $5,875-83.5% | $5,169-81.2% | $4,839-79.9% |
| Participant deferral / active EE | $3,900 | $6,357-38.6% | $5,569-30.0% | $6,342-38.5% |
| Admin fee / account holder | $59 | $19,818-99.7% | $16,244-99.6% | $12,315-99.5% |