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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 | $61,086 | $114,119-46.5% | $107,187-43.0% | $138,895-56.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.29% | 273.21%-259.9pp | 204.55%-191.3pp | 145.39%-132.1pp |
| Employer contribution / active EE | $424 | $4,059-89.6% | $3,782-88.8% | $4,194-89.9% |
| Participant deferral / active EE | $1,694 | $5,538-69.4% | $5,096-66.8% | $6,396-73.5% |
| Admin fee / account holder | $133 | $10,024-98.7% | $9,162-98.5% | $12,562-98.9% |