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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 | $19,972 | $107,353-81.4% | $92,903-78.5% | $152,885-86.9% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.5%+9.2pp |
| Annual return | 27.18% | 145.62%-118.4pp | 109.43%-82.2pp | 345.39%-318.2pp |
| Employer contribution / active EE | $668 | $4,222-84.2% | $3,653-81.7% | $4,763-86.0% |
| Participant deferral / active EE | $3,621 | $4,848-25.3% | $4,238-14.6% | $5,851-38.1% |
| Admin fee / account holder | $212 | $7,081-97.0% | $5,795-96.3% | $11,598-98.2% |