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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 | $105,367 | $176,077-40.2% | $159,455-33.9% | $167,518-37.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.05% | 331.83%-319.8pp | 263.63%-251.6pp | 478.71%-466.7pp |
| Employer contribution / active EE | $548 | $5,298-89.7% | $4,830-88.7% | $4,838-88.7% |
| Participant deferral / active EE | $3,515 | $7,751-54.6% | $7,353-52.2% | $6,342-44.6% |
| Admin fee / account holder | $130 | $12,556-99.0% | $10,800-98.8% | $12,312-98.9% |