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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 | $16,999 | $185,312-90.8% | $161,489-89.5% | $154,746-89.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.53% | 103.84%-83.3pp | 89.72%-69.2pp | 172.34%-151.8pp |
| Employer contribution / active EE | $979 | $4,769-79.5% | $4,268-77.1% | $4,379-77.6% |
| Participant deferral / active EE | $6,198 | $6,350-2.4% | $5,630+10.1% | $6,730-7.9% |
| Admin fee / account holder | $28 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |