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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 | $58,146 | $141,004-58.8% | $112,273-48.2% | $139,466-58.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 26.91% | 32.75%-5.8pp | 30.23%-3.3pp | 373.66%-346.8pp |
| Employer contribution / active EE | $625 | $4,285-85.4% | $3,431-81.8% | $4,754-86.9% |
| Participant deferral / active EE | $22,500 | $5,878+282.8% | $4,800+368.8% | $6,712+235.2% |
| Admin fee / account holder | $60 | $9,959-99.4% | $7,752-99.2% | $11,409-99.5% |