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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 | $58,252 | $166,242-65.0% | $165,071-64.7% | $145,884-60.1% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 17.71% | 100.44%-82.7pp | 70.17%-52.5pp | 551.85%-534.1pp |
| Employer contribution / active EE | $927 | $5,283-82.5% | $4,347-78.7% | $4,662-80.1% |
| Participant deferral / active EE | $7,377 | $6,964+5.9% | $6,035+22.2% | $6,690+10.3% |
| Admin fee / account holder | $79 | $16,658-99.5% | $12,695-99.4% | $13,392-99.4% |