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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 | $13,880 | $108,882-87.3% | $96,754-85.7% | $154,746-91.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 22.65% | 98.39%-75.7pp | 82.04%-59.4pp | 172.34%-149.7pp |
| Employer contribution / active EE | $318 | $3,018-89.5% | $2,679-88.1% | $4,379-92.7% |
| Participant deferral / active EE | $4,741 | $5,323-10.9% | $4,758-0.4% | $6,730-29.6% |
| Admin fee / account holder | $31 | $10,200-99.7% | $8,905-99.7% | $14,365-99.8% |