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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 | $68,034 | $165,361-58.9% | $149,715-54.6% | $158,950-57.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 11.94% | 348.24%-336.3pp | 276.66%-264.7pp | 302.91%-291.0pp |
| Employer contribution / active EE | $832 | $5,103-83.7% | $4,645-82.1% | $4,762-82.5% |
| Participant deferral / active EE | $4,169 | $7,182-41.9% | $6,842-39.1% | $5,983-30.3% |
| Admin fee / account holder | $209 | $10,808-98.1% | $9,310-97.8% | $11,248-98.1% |