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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 | $3,242 | $51,638-93.7% | $68,368-95.3% | $82,448-96.1% |
| Participation rate | 94.7% | 63.6%+31.1pp | 73.8%+21.0pp | 68.1%+26.7pp |
| Annual return | 17.05% | 37.53%-20.5pp | 292.57%-275.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $219 | $2,047-89.3% | $2,649-91.7% | $2,551-91.4% |
| Participant deferral / active EE | $658 | $2,914-77.4% | $4,123-84.0% | $4,139-84.1% |
| Admin fee / account holder | $265 | $4,643-94.3% | $5,150-94.9% | $7,234-96.3% |