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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 | $21,421 | $227,633-90.6% | $189,597-88.7% | $167,553-87.2% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.4%+7.3pp | 82.1%+3.6pp |
| Annual return | 7.57% | 78.45%-70.9pp | 64.20%-56.6pp | 478.89%-471.3pp |
| Employer contribution / active EE | $360 | $5,317-93.2% | $4,412-91.8% | $4,840-92.6% |
| Participant deferral / active EE | $3,228 | $7,003-53.9% | $6,174-47.7% | $6,343-49.1% |
| Admin fee / account holder | $111 | $11,879-99.1% | $9,807-98.9% | $12,316-99.1% |