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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 | $23,848 | $185,312-87.1% | $161,489-85.2% | $154,746-84.6% |
| Participation rate | 84.6% | 82.5%+2.2pp | 78.7%+5.9pp | 80.7%+3.9pp |
| Annual return | 13.47% | 103.84%-90.4pp | 89.72%-76.3pp | 172.34%-158.9pp |
| Employer contribution / active EE | $947 | $4,769-80.1% | $4,268-77.8% | $4,379-78.4% |
| Participant deferral / active EE | $5,711 | $6,350-10.1% | $5,630+1.4% | $6,730-15.1% |
| Admin fee / account holder | $17 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |