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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 | $44,063 | $111,814-60.6% | $103,378-57.4% | $145,978-69.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 15.07% | 24.80%-9.7pp | 24.91%-9.8pp | 550.52%-535.5pp |
| Employer contribution / active EE | $634 | $4,215-85.0% | $3,870-83.6% | $4,662-86.4% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |