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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 | $13,346 | $110,379-87.9% | $102,412-87.0% | $145,884-90.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.51% | 24.84%-11.3pp | 24.94%-11.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $854 | $4,216-79.8% | $3,870-77.9% | $4,662-81.7% |
| Participant deferral / active EE | $3,515 | $5,622-37.5% | $5,060-30.5% | $6,690-47.5% |
| Admin fee / account holder | $75 | $9,745-99.2% | $8,388-99.1% | $13,392-99.4% |