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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 | $54,756 | $127,387-57.0% | $115,038-52.4% | $125,389-56.3% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -0.14% | 31.28%-31.4pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $199 | $5,166-96.1% | $4,608-95.7% | $4,866-95.9% |
| Participant deferral / active EE | $8,145 | $6,423+26.8% | $6,026+35.1% | $5,352+52.2% |
| Admin fee / account holder | $35 | $9,516-99.6% | $8,175-99.6% | $9,541-99.6% |