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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 | $32,514 | $97,751-66.7% | $103,447-68.6% | $145,877-77.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.03% | 25.43%-14.4pp | 23.92%-12.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $710 | $4,684-84.8% | $4,678-84.8% | $4,663-84.8% |
| Participant deferral / active EE | $7,667 | $6,603+16.1% | $6,624+15.7% | $6,691+14.6% |
| Admin fee / account holder | $236 | $12,515-98.1% | $9,415-97.5% | $13,402-98.2% |