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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 | $47,783 | $210,991-77.4% | $153,741-68.9% | $145,897-67.2% |
| Participation rate | 70.0% | 82.1%-12.1pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 13.91% | 13.46%+0.4pp | 15.71%-1.8pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,307 | $6,057-78.4% | $5,042-74.1% | $4,663-72.0% |
| Participant deferral / active EE | $3,593 | $7,979-55.0% | $6,757-46.8% | $6,689-46.3% |
| Admin fee / account holder | $143 | $19,490-99.3% | $12,749-98.9% | $13,390-98.9% |