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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 | $49,737 | $110,410-55.0% | $102,437-51.4% | $145,897-65.9% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 28.99% | 24.85%+4.1pp | 24.95%+4.0pp | 552.29%-523.3pp |
| Employer contribution / active EE | $758 | $4,217-82.0% | $3,871-80.4% | $4,663-83.7% |
| Participant deferral / active EE | $2,067 | $5,622-63.2% | $5,060-59.1% | $6,689-69.1% |
| Admin fee / account holder | $107 | $9,745-98.9% | $8,388-98.7% | $13,390-99.2% |