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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 | $60,385 | $98,760-38.9% | $149,715-59.7% | $79,858-24.4% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.5%-5.1pp | 69.6%+7.8pp |
| Annual return | 19.38% | 27.43%-8.1pp | 276.66%-257.3pp | 31.72%-12.3pp |
| Employer contribution / active EE | $420 | $3,217-86.9% | $4,645-91.0% | $2,471-83.0% |
| Participant deferral / active EE | $3,027 | $5,681-46.7% | $6,842-55.8% | $3,740-19.1% |
| Admin fee / account holder | $256 | $6,053-95.8% | $9,310-97.3% | $5,306-95.2% |