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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 | $31,354 | $223,823-86.0% | $211,142-85.2% | $154,746-79.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 23.95% | 50.39%-26.4pp | 46.84%-22.9pp | 172.34%-148.4pp |
| Employer contribution / active EE | $1,205 | $6,787-82.2% | $6,442-81.3% | $4,379-72.5% |
| Participant deferral / active EE | $6,761 | $9,750-30.7% | $9,284-27.2% | $6,730+0.5% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |