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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 | $129,737-62.9% | $119,126-59.6% | $154,746-68.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 23.93% | 379.08%-355.1pp | 282.11%-258.2pp | 172.34%-148.4pp |
| Employer contribution / active EE | $589 | $4,375-86.5% | $4,034-85.4% | $4,379-86.5% |
| Participant deferral / active EE | $14,724 | $5,842+152.0% | $5,318+176.9% | $6,730+118.8% |
| Admin fee / account holder | $20 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |