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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 | $52,784 | $108,897-51.5% | $100,378-47.4% | $145,877-63.8% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 17.22% | 58.17%-40.9pp | 49.41%-32.2pp | 551.28%-534.1pp |
| Employer contribution / active EE | $220 | $4,420-95.0% | $3,942-94.4% | $4,663-95.3% |
| Participant deferral / active EE | $17,881 | $8,455+111.5% | $8,087+121.1% | $6,691+167.3% |
| Admin fee / account holder | $76 | $9,690-99.2% | $7,899-99.0% | $13,402-99.4% |