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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 | $64,703 | $135,956-52.4% | $123,894-47.8% | $273,972-76.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 9.21% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.2pp |
| Employer contribution / active EE | $817 | $5,170-84.2% | $4,617-82.3% | $4,869-83.2% |
| Participant deferral / active EE | $2,145 | $6,343-66.2% | $5,984-64.2% | $5,287-59.4% |
| Admin fee / account holder | $97 | $9,817-99.0% | $8,357-98.8% | $10,133-99.0% |