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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 | $61,201 | $168,636-63.7% | $147,618-58.5% | $125,388-51.2% |
| Participation rate | 77.3% | 88.8%-11.5pp | 84.6%-7.3pp | 83.2%-5.9pp |
| Annual return | 2.27% | 77.65%-75.4pp | 61.98%-59.7pp | 282.24%-280.0pp |
| Employer contribution / active EE | $561 | $6,252-91.0% | $5,565-89.9% | $4,866-88.5% |
| Participant deferral / active EE | $2,243 | $5,507-59.3% | $4,895-54.2% | $5,352-58.1% |
| Admin fee / account holder | $273 | $13,580-98.0% | $11,612-97.6% | $9,541-97.1% |