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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 | $38,193 | $100,060-61.8% | $149,721-74.5% | $70,126-45.5% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.1%-1.4pp | 69.5%+16.2pp |
| Annual return | 14.33% | 27.46%-13.1pp | 1501.67%-1487.3pp | 73.15%-58.8pp |
| Employer contribution / active EE | $623 | $3,661-83.0% | $5,444-88.6% | $2,343-73.4% |
| Participant deferral / active EE | $2,444 | $4,982-51.0% | $6,568-62.8% | $3,332-26.7% |
| Admin fee / account holder | $83 | $8,285-99.0% | $11,282-99.3% | $4,645-98.2% |