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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 | $50,467 | $183,592-72.5% | $155,574-67.6% | $145,877-65.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 10.79% | 61.37%-50.6pp | 64.87%-54.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $190 | $5,317-96.4% | $4,676-95.9% | $4,663-95.9% |
| Participant deferral / active EE | $3,732 | $6,466-42.3% | $5,629-33.7% | $6,691-44.2% |
| Admin fee / account holder | $101 | $19,316-99.5% | $15,914-99.4% | $13,402-99.2% |