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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 | $31,883 | $183,539-82.6% | $155,556-79.5% | $145,897-78.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.51% | 61.31%-50.8pp | 64.84%-54.3pp | 552.29%-541.8pp |
| Employer contribution / active EE | $887 | $5,315-83.3% | $4,675-81.0% | $4,663-81.0% |
| Participant deferral / active EE | $4,932 | $6,467-23.7% | $5,631-12.4% | $6,689-26.3% |
| Admin fee / account holder | $16 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |