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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 | $23,739 | $165,361-85.6% | $149,715-84.1% | $158,950-85.1% |
| Participation rate | 73.3% | 84.6%-11.2pp | 82.5%-9.1pp | 82.0%-8.6pp |
| Annual return | 26.75% | 348.24%-321.5pp | 276.66%-249.9pp | 302.91%-276.2pp |
| Employer contribution / active EE | $183 | $5,103-96.4% | $4,645-96.1% | $4,762-96.2% |
| Participant deferral / active EE | $2,592 | $7,182-63.9% | $6,842-62.1% | $5,983-56.7% |
| Admin fee / account holder | $208 | $10,808-98.1% | $9,310-97.8% | $11,248-98.1% |