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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 | $39,003 | $162,812-76.0% | $133,971-70.9% | $158,966-75.5% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 12.81% | 41.94%-29.1pp | 45.09%-32.3pp | 302.95%-290.1pp |
| Employer contribution / active EE | $920 | $4,976-81.5% | $3,919-76.5% | $4,762-80.7% |
| Participant deferral / active EE | $3,277 | $5,910-44.5% | $5,047-35.1% | $5,983-45.2% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |