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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 | $37,029 | $165,351-77.6% | $149,710-75.3% | $158,931-76.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.72% | 348.19%-336.5pp | 276.63%-264.9pp | 302.86%-291.1pp |
| Employer contribution / active EE | $477 | $5,103-90.7% | $4,645-89.7% | $4,761-90.0% |
| Participant deferral / active EE | $2,886 | $7,181-59.8% | $6,842-57.8% | $5,982-51.8% |
| Admin fee / account holder | $292 | $10,807-97.3% | $9,309-96.9% | $11,247-97.4% |