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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 | $27,035 | $174,379-84.5% | $152,093-82.2% | $138,895-80.5% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 22.63% | 74.86%-52.2pp | 66.36%-43.7pp | 145.39%-122.8pp |
| Employer contribution / active EE | $872 | $4,652-81.3% | $4,175-79.1% | $4,194-79.2% |
| Participant deferral / active EE | $5,756 | $6,159-6.6% | $5,451+5.6% | $6,396-10.0% |
| Admin fee / account holder | $175 | $16,880-99.0% | $14,497-98.8% | $12,562-98.6% |