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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 | $40,873 | $85,766-52.3% | $136,298-70.0% | $70,126-41.7% |
| Participation rate | 72.4% | 74.2%-1.7pp | 81.9%-9.5pp | 69.5%+2.9pp |
| Annual return | 19.46% | 31.46%-12.0pp | 5156.27%-5136.8pp | 73.15%-53.7pp |
| Employer contribution / active EE | $495 | $2,966-83.3% | $4,696-89.5% | $2,343-78.9% |
| Participant deferral / active EE | $2,474 | $5,051-51.0% | $6,247-60.4% | $3,332-25.8% |
| Admin fee / account holder | $178 | $5,421-96.7% | $9,244-98.1% | $4,645-96.2% |