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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 | $36,148 | $211,239-82.9% | $178,528-79.8% | $145,877-75.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 27.58% | 30.22%-2.6pp | 27.11%+0.5pp | 551.28%-523.7pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,933 | $6,963-57.9% | $6,278-53.3% | $6,691-56.2% |
| Admin fee / account holder | $50 | $12,095-99.6% | $10,419-99.5% | $13,402-99.6% |