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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 | $2,684 | $51,638-94.8% | $68,368-96.1% | $82,448-96.7% |
| Participation rate | 70.3% | 63.6%+6.7pp | 73.8%-3.5pp | 68.1%+2.2pp |
| Annual return | 15.19% | 37.53%-22.3pp | 292.57%-277.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $245 | $2,047-88.0% | $2,649-90.8% | $2,551-90.4% |
| Participant deferral / active EE | $592 | $2,914-79.7% | $4,123-85.6% | $4,139-85.7% |
| Admin fee / account holder | $250 | $4,643-94.6% | $5,150-95.1% | $7,234-96.5% |