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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 | $102,696-63.6% | $86,235-56.7% | $139,487-73.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 18.59% | 1925.91%-1907.3pp | 1170.03%-1151.4pp | 373.84%-355.3pp |
| Employer contribution / active EE | $355 | $3,034-88.3% | $2,381-85.1% | $4,755-92.5% |
| Participant deferral / active EE | $1,775 | $4,679-62.1% | $3,987-55.5% | $6,713-73.6% |
| Admin fee / account holder | $107 | $8,667-98.8% | $6,856-98.4% | $11,407-99.1% |