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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 | $29,520 | $111,535-73.5% | $105,223-71.9% | $137,256-78.5% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 26.41% | 237.85%-211.4pp | 180.65%-154.2pp | 220.34%-193.9pp |
| Employer contribution / active EE | $366 | $3,939-90.7% | $3,689-90.1% | $4,156-91.2% |
| Participant deferral / active EE | $3,780 | $5,500-31.3% | $5,072-25.5% | $6,407-41.0% |
| Admin fee / account holder | $58 | $9,721-99.4% | $8,859-99.3% | $12,270-99.5% |