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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 | $18,702 | $156,398-88.0% | $147,318-87.3% | $138,895-86.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.98% | 78.75%-56.8pp | 70.43%-48.5pp | 145.39%-123.4pp |
| Employer contribution / active EE | $710 | $4,853-85.4% | $4,593-84.5% | $4,194-83.1% |
| Participant deferral / active EE | $5,069 | $8,237-38.5% | $7,906-35.9% | $6,396-20.8% |
| Admin fee / account holder | $35 | $14,976-99.8% | $13,708-99.7% | $12,562-99.7% |