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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 | $28,657 | $172,111-83.3% | $150,298-80.9% | $137,256-79.1% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 16.01% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $561 | $4,636-87.9% | $4,154-86.5% | $4,156-86.5% |
| Participant deferral / active EE | $3,007 | $6,166-51.2% | $5,453-44.8% | $6,407-53.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |