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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 | $45,977 | $138,312-66.8% | $122,979-62.6% | $155,188-70.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 25.62% | 22.06%+3.6pp | 20.12%+5.5pp | 148.84%-123.2pp |
| Employer contribution / active EE | $773 | $3,530-78.1% | $3,062-74.8% | $4,248-81.8% |
| Participant deferral / active EE | $13,717 | $5,592+145.3% | $5,003+174.2% | $6,531+110.0% |
| Admin fee / account holder | $91 | $15,089-99.4% | $12,864-99.3% | $14,480-99.4% |