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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 | $19,513 | $148,623-86.9% | $135,974-85.6% | $139,466-86.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.97% | 79.30%-51.3pp | 68.30%-40.3pp | 373.66%-345.7pp |
| Employer contribution / active EE | $431 | $5,246-91.8% | $4,859-91.1% | $4,754-90.9% |
| Participant deferral / active EE | $8,750 | $8,103+8.0% | $7,760+12.8% | $6,712+30.4% |
| Admin fee / account holder | $59 | $12,406-99.5% | $10,767-99.5% | $11,409-99.5% |