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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 | $30,591 | $96,508-68.3% | $75,901-59.7% | $152,897-80.0% |
| Participation rate | 86.7% | 76.2%+10.5pp | 69.3%+17.4pp | 82.5%+4.2pp |
| Annual return | 12.93% | 33.99%-21.1pp | 30.76%-17.8pp | 345.43%-332.5pp |
| Employer contribution / active EE | $381 | $3,310-88.5% | $2,501-84.8% | $4,764-92.0% |
| Participant deferral / active EE | $1,160 | $4,554-74.5% | $3,603-67.8% | $5,851-80.2% |
| Admin fee / account holder | $20 | $8,081-99.8% | $5,420-99.6% | $11,599-99.8% |