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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 | $63,784 | $183,592-65.3% | $155,574-59.0% | $145,877-56.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.41% | 61.37%-46.0pp | 64.87%-49.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $545 | $5,317-89.8% | $4,676-88.4% | $4,663-88.3% |
| Participant deferral / active EE | $2,352 | $6,466-63.6% | $5,629-58.2% | $6,691-64.8% |
| Admin fee / account holder | $78 | $19,316-99.6% | $15,914-99.5% | $13,402-99.4% |