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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 | $31,790 | $148,629-78.6% | $135,982-76.6% | $139,487-77.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.79% | 79.33%-59.5pp | 68.32%-48.5pp | 373.84%-354.1pp |
| Employer contribution / active EE | $405 | $5,247-92.3% | $4,859-91.7% | $4,755-91.5% |
| Participant deferral / active EE | $7,500 | $8,102-7.4% | $7,760-3.3% | $6,713+11.7% |
| Admin fee / account holder | $169 | $12,406-98.6% | $10,767-98.4% | $11,407-98.5% |