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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 | $29,664 | $174,379-83.0% | $152,093-80.5% | $138,895-78.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.18% | 74.86%-54.7pp | 66.36%-46.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $659 | $4,652-85.8% | $4,175-84.2% | $4,194-84.3% |
| Participant deferral / active EE | $4,941 | $6,159-19.8% | $5,451-9.4% | $6,396-22.7% |
| Admin fee / account holder | $30 | $16,880-99.8% | $14,497-99.8% | $12,562-99.8% |