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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 | $16,484 | $181,062-90.9% | $158,223-89.6% | $155,188-89.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.16% | 57.39%-36.2pp | 52.09%-30.9pp | 148.84%-127.7pp |
| Employer contribution / active EE | $900 | $4,565-80.3% | $4,109-78.1% | $4,248-78.8% |
| Participant deferral / active EE | $2,279 | $6,134-62.8% | $5,467-58.3% | $6,531-65.1% |
| Admin fee / account holder | $33 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |