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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 | $42,289 | $110,410-61.7% | $102,437-58.7% | $145,897-71.0% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 12.44% | 24.85%-12.4pp | 24.95%-12.5pp | 552.29%-539.8pp |
| Employer contribution / active EE | $813 | $4,217-80.7% | $3,871-79.0% | $4,663-82.6% |
| Participant deferral / active EE | $3,256 | $5,622-42.1% | $5,060-35.7% | $6,689-51.3% |
| Admin fee / account holder | $144 | $9,745-98.5% | $8,388-98.3% | $13,390-98.9% |