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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 | $21,114 | $102,828-79.5% | $105,387-80.0% | $152,897-86.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 29.39% | 20.85%+8.5pp | 26.82%+2.6pp | 345.43%-316.0pp |
| Employer contribution / active EE | $1,081 | $4,473-75.8% | $4,213-74.3% | $4,764-77.3% |
| Participant deferral / active EE | $6,132 | $5,465+12.2% | $5,502+11.4% | $5,851+4.8% |
| Admin fee / account holder | $17 | $8,683-99.8% | $6,559-99.7% | $11,599-99.9% |