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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 | $68,415 | $90,691-24.6% | $76,119-10.1% | $145,884-53.1% |
| Participation rate | 76.9% | 74.5%+2.5pp | 69.1%+7.8pp | 80.3%-3.4pp |
| Annual return | 13.52% | 624.52%-611.0pp | 361.25%-347.7pp | 551.85%-538.3pp |
| Employer contribution / active EE | $342 | $3,329-89.7% | $2,693-87.3% | $4,662-92.7% |
| Participant deferral / active EE | $3,287 | $5,167-36.4% | $4,259-22.8% | $6,690-50.9% |
| Admin fee / account holder | $193 | $8,383-97.7% | $6,421-97.0% | $13,392-98.6% |