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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 | $48,166 | $111,535-56.8% | $105,223-54.2% | $137,256-64.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 23.93% | 237.85%-213.9pp | 180.65%-156.7pp | 220.34%-196.4pp |
| Employer contribution / active EE | $589 | $3,939-85.0% | $3,689-84.0% | $4,156-85.8% |
| Participant deferral / active EE | $14,724 | $5,500+167.7% | $5,072+190.3% | $6,407+129.8% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |