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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 | $21,492 | $87,546-75.5% | $75,784-71.6% | $125,389-82.9% |
| Participation rate | 87.5% | 80.2%+7.3pp | 75.8%+11.7pp | 83.2%+4.3pp |
| Annual return | 13.31% | 13.49%-0.2pp | 9.68%+3.6pp | 282.24%-268.9pp |
| Employer contribution / active EE | $313 | $3,930-92.0% | $3,323-90.6% | $4,866-93.6% |
| Participant deferral / active EE | $1,320 | $4,230-68.8% | $3,652-63.9% | $5,352-75.3% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |