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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 | $17,448 | $106,280-83.6% | $96,538-81.9% | $139,487-87.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 18.90% | 38.48%-19.6pp | 35.74%-16.8pp | 373.84%-354.9pp |
| Employer contribution / active EE | $734 | $4,107-82.1% | $3,740-80.4% | $4,755-84.6% |
| Participant deferral / active EE | $2,105 | $5,457-61.4% | $4,880-56.9% | $6,713-68.6% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |