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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 | $98,668 | $183,539-46.2% | $155,556-36.6% | $145,897-32.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.12% | 61.31%-48.2pp | 64.84%-51.7pp | 552.29%-539.2pp |
| Employer contribution / active EE | $892 | $5,315-83.2% | $4,675-80.9% | $4,663-80.9% |
| Participant deferral / active EE | $16,407 | $6,467+153.7% | $5,631+191.4% | $6,689+145.3% |
| Admin fee / account holder | $60 | $19,275-99.7% | $15,885-99.6% | $13,390-99.6% |