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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 | $69,886 | $157,296-55.6% | $141,191-50.5% | $152,897-54.3% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 17.85% | 64.34%-46.5pp | 71.41%-53.6pp | 345.43%-327.6pp |
| Employer contribution / active EE | $909 | $5,262-82.7% | $4,736-80.8% | $4,764-80.9% |
| Participant deferral / active EE | $3,120 | $7,111-56.1% | $6,710-53.5% | $5,851-46.7% |
| Admin fee / account holder | $185 | $12,125-98.5% | $10,264-98.2% | $11,599-98.4% |