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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 | $30,208 | $103,392-70.8% | $87,104-65.3% | $152,897-80.2% |
| Participation rate | 78.6% | 79.4%-0.8pp | 76.9%+1.7pp | 82.5%-3.9pp |
| Annual return | 13.72% | 28.10%-14.4pp | 28.19%-14.5pp | 345.43%-331.7pp |
| Employer contribution / active EE | $514 | $3,221-84.1% | $2,521-79.6% | $4,764-89.2% |
| Participant deferral / active EE | $2,242 | $4,778-53.1% | $4,048-44.6% | $5,851-61.7% |
| Admin fee / account holder | $9 | $12,194-99.9% | $7,491-99.9% | $11,599-99.9% |