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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 | $14,282 | $181,062-92.1% | $158,223-91.0% | $155,188-90.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 25.37% | 57.39%-32.0pp | 52.09%-26.7pp | 148.84%-123.5pp |
| Employer contribution / active EE | $603 | $4,565-86.8% | $4,109-85.3% | $4,248-85.8% |
| Participant deferral / active EE | $5,820 | $6,134-5.1% | $5,467+6.5% | $6,531-10.9% |
| Admin fee / account holder | $32 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |