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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 | $21,153 | $77,901-72.8% | $149,717-85.9% | $75,181-71.9% |
| Participation rate | 71.2% | 65.6%+5.6pp | 78.8%-7.6pp | 67.2%+4.0pp |
| Annual return | 21.51% | 31.73%-10.2pp | 134.41%-112.9pp | 160.69%-139.2pp |
| Employer contribution / active EE | $257 | $3,137-91.8% | $4,820-94.7% | $2,671-90.4% |
| Participant deferral / active EE | $3,753 | $3,411+10.0% | $5,682-33.9% | $4,126-9.0% |
| Admin fee / account holder | $234 | $5,949-96.1% | $13,213-98.2% | $5,650-95.9% |