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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 | $14,231 | $124,980-88.6% | $108,359-86.9% | $154,746-90.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 21.32% | 45.00%-23.7pp | 36.89%-15.6pp | 172.34%-151.0pp |
| Employer contribution / active EE | $514 | $2,851-82.0% | $2,399-78.6% | $4,379-88.3% |
| Participant deferral / active EE | $1,310 | $4,743-72.4% | $4,137-68.3% | $6,730-80.5% |
| Admin fee / account holder | $152 | $11,502-98.7% | $9,741-98.4% | $14,365-98.9% |