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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 | $40,530 | $181,896-77.7% | $156,551-74.1% | $273,972-85.2% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 6.96% | 30.74%-23.8pp | 32.23%-25.3pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,091 | $6,248-82.5% | $5,501-80.2% | $4,869-77.6% |
| Participant deferral / active EE | $4,144 | $5,550-25.3% | $4,871-14.9% | $5,287-21.6% |
| Admin fee / account holder | $203 | $15,560-98.7% | $13,028-98.4% | $10,133-98.0% |