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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 | $185,312-91.1% | $161,489-89.8% | $154,746-89.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.16% | 103.84%-82.7pp | 89.72%-68.6pp | 172.34%-151.2pp |
| Employer contribution / active EE | $900 | $4,769-81.1% | $4,268-78.9% | $4,379-79.5% |
| Participant deferral / active EE | $2,279 | $6,350-64.1% | $5,630-59.5% | $6,730-66.1% |
| Admin fee / account holder | $33 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |