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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 | $29,800 | $124,425-76.0% | $112,040-73.4% | $137,256-78.3% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 15.12% | 24.72%-9.6pp | 24.52%-9.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $735 | $3,411-78.5% | $2,954-75.1% | $4,156-82.3% |
| Participant deferral / active EE | $3,063 | $5,718-46.4% | $5,098-39.9% | $6,407-52.2% |
| Admin fee / account holder | $23 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |