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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 | $21,525 | $124,425-82.7% | $112,040-80.8% | $137,256-84.3% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 13.48% | 24.72%-11.2pp | 24.52%-11.0pp | 220.34%-206.9pp |
| Employer contribution / active EE | $265 | $3,411-92.2% | $2,954-91.0% | $4,156-93.6% |
| Participant deferral / active EE | $3,444 | $5,718-39.8% | $5,098-32.4% | $6,407-46.2% |
| Admin fee / account holder | $122 | $15,207-99.2% | $12,098-99.0% | $12,270-99.0% |