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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 | $82,658 | $201,344-58.9% | $184,243-55.1% | $145,877-43.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.60% | 29.01%-13.4pp | 28.82%-13.2pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,383 | $7,022-80.3% | $6,427-78.5% | $4,663-70.3% |
| Participant deferral / active EE | $15,000 | $9,807+53.0% | $9,132+64.3% | $6,691+124.2% |
| Admin fee / account holder | $52 | $16,382-99.7% | $13,914-99.6% | $13,402-99.6% |