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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 | $52,755 | $152,619-65.4% | $125,195-57.9% | $152,909-65.5% |
| Participation rate | 92.9% | 83.3%+9.5pp | 79.8%+13.1pp | 82.5%+10.4pp |
| Annual return | 25.60% | 54.85%-29.2pp | 43.79%-18.2pp | 345.46%-319.9pp |
| Employer contribution / active EE | $232 | $4,947-95.3% | $3,866-94.0% | $4,764-95.1% |
| Participant deferral / active EE | $3,378 | $5,869-42.4% | $4,937-31.6% | $5,851-42.3% |
| Admin fee / account holder | $8 | $13,437-99.9% | $9,704-99.9% | $11,601-99.9% |