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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 | $15,551 | $69,274-77.6% | $64,097-75.7% | $139,487-88.9% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 25.77% | 46.00%-20.2pp | 33.75%-8.0pp | 373.84%-348.1pp |
| Employer contribution / active EE | $381 | $3,187-88.1% | $2,750-86.2% | $4,755-92.0% |
| Participant deferral / active EE | $11,379 | $4,685+142.9% | $3,881+193.2% | $6,713+69.5% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,407-100.0% |