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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 | $31,209 | $100,139-68.8% | $85,187-63.4% | $145,884-78.6% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 9.15% | 84.15%-75.0pp | 66.67%-57.5pp | 551.85%-542.7pp |
| Employer contribution / active EE | $317 | $3,238-90.2% | $2,732-88.4% | $4,662-93.2% |
| Participant deferral / active EE | $4,357 | $5,296-17.7% | $4,525-3.7% | $6,690-34.9% |
| Admin fee / account holder | $28 | $7,262-99.6% | $6,162-99.5% | $13,392-99.8% |