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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 | $44,182 | $185,312-76.2% | $161,489-72.6% | $154,746-71.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.31% | 103.84%-86.5pp | 89.72%-72.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $969 | $4,769-79.7% | $4,268-77.3% | $4,379-77.9% |
| Participant deferral / active EE | $8,795 | $6,350+38.5% | $5,630+56.2% | $6,730+30.7% |
| Admin fee / account holder | $168 | $18,654-99.1% | $16,006-98.9% | $14,365-98.8% |