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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 | $15,179 | $102,938-85.3% | $94,105-83.9% | $138,895-89.1% |
| Participation rate | 83.3% | 74.6%+8.7pp | 71.9%+11.4pp | 79.9%+3.4pp |
| Annual return | 17.75% | 250.28%-232.5pp | 204.55%-186.8pp | 145.39%-127.6pp |
| Employer contribution / active EE | $242 | $2,732-91.2% | $2,504-90.4% | $4,194-94.2% |
| Participant deferral / active EE | $1,401 | $4,196-66.6% | $3,881-63.9% | $6,396-78.1% |
| Admin fee / account holder | $146 | $6,600-97.8% | $6,199-97.6% | $12,562-98.8% |