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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 | $72,515 | $209,336-65.4% | $197,124-63.2% | $137,256-47.2% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 21.50% | 48.09%-26.6pp | 44.34%-22.8pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,088 | $6,591-83.5% | $6,227-82.5% | $4,156-73.8% |
| Participant deferral / active EE | $4,088 | $9,614-57.5% | $9,135-55.3% | $6,407-36.2% |
| Admin fee / account holder | $49 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |