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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 | $120,488 | $106,247+13.4% | $96,515+24.8% | $139,466-13.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.08% | 38.47%-24.4pp | 35.73%-21.6pp | 373.66%-359.6pp |
| Employer contribution / active EE | $47 | $4,106-98.9% | $3,740-98.7% | $4,754-99.0% |
| Participant deferral / active EE | $3,490 | $5,456-36.0% | $4,880-28.5% | $6,712-48.0% |
| Admin fee / account holder | $200 | $7,885-97.5% | $6,735-97.0% | $11,409-98.2% |