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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 | $63,626 | $115,814-45.1% | $101,275-37.2% | $158,982-60.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 15.41% | 56.16%-40.7pp | 46.48%-31.1pp | 302.99%-287.6pp |
| Employer contribution / active EE | $215 | $4,176-94.9% | $3,660-94.1% | $4,763-95.5% |
| Participant deferral / active EE | $2,184 | $4,958-56.0% | $4,371-50.0% | $5,983-63.5% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |