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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 | $43,944 | $755,339-94.2% | $379,746-88.4% | $158,950-72.4% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 22.82% | 53.41%-30.6pp | 34.90%-12.1pp | 302.91%-280.1pp |
| Employer contribution / active EE | $824 | $4,685-82.4% | $3,540-76.7% | $4,762-82.7% |
| Participant deferral / active EE | $2,747 | $7,938-65.4% | $6,024-54.4% | $5,983-54.1% |
| Admin fee / account holder | $133 | $14,482-99.1% | $7,927-98.3% | $11,248-98.8% |