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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 | $101,864 | $181,896-44.0% | $156,551-34.9% | $273,972-62.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 22.60% | 30.74%-8.1pp | 32.23%-9.6pp | 41.46%-18.9pp |
| Employer contribution / active EE | $868 | $6,248-86.1% | $5,501-84.2% | $4,869-82.2% |
| Participant deferral / active EE | $4,382 | $5,550-21.0% | $4,871-10.0% | $5,287-17.1% |
| Admin fee / account holder | $153 | $15,560-99.0% | $13,028-98.8% | $10,133-98.5% |