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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 | $27,757 | $109,908-74.7% | $97,161-71.4% | $145,978-81.0% |
| Participation rate | 92.3% | 75.9%+16.4pp | 72.7%+19.6pp | 80.3%+12.0pp |
| Annual return | 16.30% | 243.80%-227.5pp | 75.36%-59.1pp | 550.52%-534.2pp |
| Employer contribution / active EE | $19 | $3,077-99.4% | $2,723-99.3% | $4,662-99.6% |
| Participant deferral / active EE | $2,962 | $4,679-36.7% | $4,265-30.6% | $6,690-55.7% |
| Admin fee / account holder | $125 | $6,213-98.0% | $5,647-97.8% | $13,400-99.1% |