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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 | $54,736 | $165,399-66.9% | $149,745-63.4% | $158,982-65.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.92% | 348.34%-334.4pp | 276.72%-262.8pp | 302.99%-289.1pp |
| Employer contribution / active EE | $351 | $5,105-93.1% | $4,646-92.5% | $4,763-92.6% |
| Participant deferral / active EE | $3,851 | $7,183-46.4% | $6,843-43.7% | $5,983-35.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |