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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 | $42,378 | $227,399-81.4% | $189,758-77.7% | $198,609-78.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.07% | 61.03%-42.0pp | 52.62%-33.5pp | 202.70%-183.6pp |
| Employer contribution / active EE | $1,183 | $5,526-78.6% | $4,767-75.2% | $5,055-76.6% |
| Participant deferral / active EE | $11,709 | $6,837+71.3% | $5,856+99.9% | $6,977+67.8% |
| Admin fee / account holder | $59 | $25,162-99.8% | $20,388-99.7% | $19,030-99.7% |