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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 | $30,134 | $157,304-80.8% | $141,197-78.7% | $152,909-80.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.54% | 64.34%-48.8pp | 71.41%-55.9pp | 345.46%-329.9pp |
| Employer contribution / active EE | $526 | $5,263-90.0% | $4,736-88.9% | $4,764-89.0% |
| Participant deferral / active EE | $2,474 | $7,111-65.2% | $6,710-63.1% | $5,851-57.7% |
| Admin fee / account holder | $245 | $12,126-98.0% | $10,265-97.6% | $11,601-97.9% |