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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 | $37,353 | $102,624-63.6% | $86,200-56.7% | $139,427-73.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 18.59% | 1922.69%-1904.1pp | 1168.58%-1150.0pp | 373.27%-354.7pp |
| Employer contribution / active EE | $355 | $3,033-88.3% | $2,381-85.1% | $4,752-92.5% |
| Participant deferral / active EE | $1,775 | $4,676-62.0% | $3,986-55.5% | $6,711-73.5% |
| Admin fee / account holder | $107 | $8,658-98.8% | $6,853-98.4% | $11,404-99.1% |