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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 | $32,869 | $185,883-82.3% | $170,043-80.7% | $139,466-76.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.09% | 60.54%-25.4pp | 53.40%-18.3pp | 373.66%-338.6pp |
| Employer contribution / active EE | $707 | $7,596-90.7% | $6,790-89.6% | $4,754-85.1% |
| Participant deferral / active EE | $4,846 | $11,626-58.3% | $10,410-53.4% | $6,712-27.8% |
| Admin fee / account holder | $72 | $15,393-99.5% | $12,824-99.4% | $11,409-99.4% |