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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 | $87,189 | $149,679-41.7% | $117,039-25.5% | $147,586-40.9% |
| Participation rate | 71.4% | 83.5%-12.1pp | 77.2%-5.8pp | 82.8%-11.4pp |
| Annual return | 13.83% | 19.31%-5.5pp | 18.95%-5.1pp | 578.59%-564.8pp |
| Employer contribution / active EE | $432 | $4,937-91.3% | $3,785-88.6% | $4,876-91.1% |
| Participant deferral / active EE | $2,365 | $4,912-51.8% | $3,929-39.8% | $5,439-56.5% |
| Admin fee / account holder | $73 | $7,856-99.1% | $5,974-98.8% | $10,886-99.3% |