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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 | $23,554 | $72,465-67.5% | $67,575-65.1% | $145,884-83.9% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 13.90% | 7222.56%-7208.7pp | 3528.98%-3515.1pp | 551.85%-537.9pp |
| Employer contribution / active EE | $171 | $3,074-94.4% | $2,736-93.7% | $4,662-96.3% |
| Participant deferral / active EE | $1,885 | $4,786-60.6% | $4,003-52.9% | $6,690-71.8% |
| Admin fee / account holder | $153 | $5,515-97.2% | $3,993-96.2% | $13,392-98.9% |