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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 | $55,424 | $201,370-72.5% | $184,256-69.9% | $145,897-62.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 31.31% | 29.05%+2.3pp | 28.85%+2.5pp | 552.29%-521.0pp |
| Employer contribution / active EE | $1,069 | $7,024-84.8% | $6,427-83.4% | $4,663-77.1% |
| Participant deferral / active EE | $15,304 | $9,808+56.0% | $9,133+67.6% | $6,689+128.8% |
| Admin fee / account holder | $41 | $16,364-99.7% | $13,899-99.7% | $13,390-99.7% |