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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 | $15,167 | $97,125-84.4% | $86,233-82.4% | $137,256-88.9% |
| Participation rate | 73.7% | 74.2%-0.5pp | 69.0%+4.7pp | 80.0%-6.3pp |
| Annual return | 23.08% | 74.19%-51.1pp | 61.39%-38.3pp | 220.34%-197.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $961 | $5,180-81.5% | $4,559-78.9% | $6,407-85.0% |
| Admin fee / account holder | $167 | $9,725-98.3% | $8,342-98.0% | $12,270-98.6% |