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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 | $50,616 | $132,634-61.8% | $115,768-56.3% | $137,256-63.1% |
| Participation rate | 82.6% | 77.9%+4.7pp | 74.4%+8.2pp | 80.0%+2.6pp |
| Annual return | 19.27% | 160.70%-141.4pp | 100.46%-81.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $627 | $3,360-81.3% | $2,940-78.7% | $4,156-84.9% |
| Participant deferral / active EE | $4,542 | $5,619-19.2% | $4,917-7.6% | $6,407-29.1% |
| Admin fee / account holder | $218 | $15,028-98.6% | $12,439-98.2% | $12,270-98.2% |