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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 | $66,320 | $148,623-55.4% | $135,974-51.2% | $139,466-52.4% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 20.90% | 79.30%-58.4pp | 68.30%-47.4pp | 373.66%-352.8pp |
| Employer contribution / active EE | $382 | $5,246-92.7% | $4,859-92.1% | $4,754-92.0% |
| Participant deferral / active EE | $9,550 | $8,103+17.9% | $7,760+23.1% | $6,712+42.3% |
| Admin fee / account holder | $38 | $12,406-99.7% | $10,767-99.7% | $11,409-99.7% |