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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 | $38,350 | $106,280-63.9% | $96,538-60.3% | $139,487-72.5% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 19.64% | 38.48%-18.8pp | 35.74%-16.1pp | 373.84%-354.2pp |
| Employer contribution / active EE | $416 | $4,107-89.9% | $3,740-88.9% | $4,755-91.3% |
| Participant deferral / active EE | $4,563 | $5,457-16.4% | $4,880-6.5% | $6,713-32.0% |
| Admin fee / account holder | $264 | $7,888-96.7% | $6,737-96.1% | $11,407-97.7% |