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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 | $51,853 | $118,695-56.3% | $98,916-47.6% | $158,950-67.4% |
| Participation rate | 76.9% | 77.8%-0.9pp | 76.0%+0.9pp | 82.0%-5.0pp |
| Annual return | 17.43% | 372.39%-355.0pp | 196.45%-179.0pp | 302.91%-285.5pp |
| Employer contribution / active EE | $247 | $3,333-92.6% | $2,689-90.8% | $4,762-94.8% |
| Participant deferral / active EE | $2,469 | $5,088-51.5% | $4,245-41.8% | $5,983-58.7% |
| Admin fee / account holder | $207 | $10,132-98.0% | $6,642-96.9% | $11,248-98.2% |