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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 | $21,357 | $115,814-81.6% | $101,275-78.9% | $158,982-86.6% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 14.54% | 56.16%-41.6pp | 46.48%-31.9pp | 302.99%-288.5pp |
| Employer contribution / active EE | $16 | $4,176-99.6% | $3,660-99.6% | $4,763-99.7% |
| Participant deferral / active EE | $1,388 | $4,958-72.0% | $4,371-68.2% | $5,983-76.8% |
| Admin fee / account holder | $142 | $7,249-98.0% | $5,948-97.6% | $11,252-98.7% |