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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 | $22,920 | $93,346-75.4% | $71,796-68.1% | $273,972-91.6% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 5.37% | 130.39%-125.0pp | 78.04%-72.7pp | 41.46%-36.1pp |
| Employer contribution / active EE | $262 | $2,733-90.4% | $1,924-86.4% | $4,869-94.6% |
| Participant deferral / active EE | $1,173 | $3,475-66.2% | $2,794-58.0% | $5,287-77.8% |
| Admin fee / account holder | $113 | $6,571-98.3% | $4,815-97.6% | $10,133-98.9% |