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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 | $25,616 | $111,535-77.0% | $105,223-75.7% | $137,256-81.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.30% | 237.85%-219.6pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $396 | $3,939-89.9% | $3,689-89.3% | $4,156-90.5% |
| Participant deferral / active EE | $9,900 | $5,500+80.0% | $5,072+95.2% | $6,407+54.5% |
| Admin fee / account holder | $163 | $9,721-98.3% | $8,859-98.2% | $12,270-98.7% |