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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 | $43,585 | $98,766-55.9% | $149,730-70.9% | $79,852-45.4% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.5%-10.5pp | 69.6%+2.4pp |
| Annual return | 25.86% | 27.43%-1.6pp | 276.70%-250.8pp | 31.72%-5.9pp |
| Employer contribution / active EE | $213 | $3,217-93.4% | $4,645-95.4% | $2,471-91.4% |
| Participant deferral / active EE | $6,409 | $5,681+12.8% | $6,843-6.3% | $3,740+71.4% |
| Admin fee / account holder | $272 | $6,052-95.5% | $9,310-97.1% | $5,306-94.9% |