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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 | $52,886 | $157,296-66.4% | $141,191-62.5% | $152,897-65.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.06% | 64.34%-34.3pp | 71.41%-41.3pp | 345.43%-315.4pp |
| Employer contribution / active EE | $386 | $5,262-92.7% | $4,736-91.8% | $4,764-91.9% |
| Participant deferral / active EE | $12,482 | $7,111+75.5% | $6,710+86.0% | $5,851+113.3% |
| Admin fee / account holder | $100 | $12,125-99.2% | $10,264-99.0% | $11,599-99.1% |