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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 | $157,270-80.8% | $141,173-78.7% | $152,870-80.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.54% | 64.33%-48.8pp | 71.40%-55.9pp | 345.34%-329.8pp |
| Employer contribution / active EE | $526 | $5,261-90.0% | $4,735-88.9% | $4,763-89.0% |
| Participant deferral / active EE | $2,474 | $7,110-65.2% | $6,710-63.1% | $5,850-57.7% |
| Admin fee / account holder | $245 | $12,121-98.0% | $10,262-97.6% | $11,597-97.9% |