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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 | $50,011 | $197,625-74.7% | $177,840-71.9% | $158,966-68.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.84% | 58.76%-33.9pp | 48.32%-23.5pp | 302.95%-278.1pp |
| Employer contribution / active EE | $1,442 | $6,698-78.5% | $5,919-75.6% | $4,762-69.7% |
| Participant deferral / active EE | $13,080 | $8,405+55.6% | $7,714+69.6% | $5,983+118.6% |
| Admin fee / account holder | $130 | $15,405-99.2% | $12,431-99.0% | $11,250-98.8% |