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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 | $12,497 | $111,814-88.8% | $103,378-87.9% | $145,978-91.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.21% | 24.80%-12.6pp | 24.91%-12.7pp | 550.52%-538.3pp |
| Employer contribution / active EE | $424 | $4,215-89.9% | $3,870-89.0% | $4,662-90.9% |
| Participant deferral / active EE | $2,483 | $5,618-55.8% | $5,058-50.9% | $6,690-62.9% |
| Admin fee / account holder | $52 | $9,764-99.5% | $8,401-99.4% | $13,400-99.6% |