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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 | $16,477 | $70,684-76.7% | $169,390-90.3% | $75,173-78.1% |
| Participation rate | 95.3% | 64.8%+30.5pp | 77.2%+18.2pp | 67.2%+28.1pp |
| Annual return | 17.62% | 36.38%-18.8pp | 406.07%-388.4pp | 160.72%-143.1pp |
| Employer contribution / active EE | $344 | $2,211-84.4% | $4,013-91.4% | $2,671-87.1% |
| Participant deferral / active EE | $1,645 | $4,310-61.8% | $6,222-73.6% | $4,126-60.1% |
| Admin fee / account holder | $45 | $5,404-99.2% | $9,015-99.5% | $5,651-99.2% |