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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 | $44,185 | $166,089-73.4% | $164,928-73.2% | $145,978-69.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 12.27% | 100.26%-88.0pp | 70.08%-57.8pp | 550.52%-538.2pp |
| Employer contribution / active EE | $166 | $5,276-96.9% | $4,343-96.2% | $4,662-96.4% |
| Participant deferral / active EE | $4,706 | $6,961-32.4% | $6,034-22.0% | $6,690-29.7% |
| Admin fee / account holder | $48 | $16,641-99.7% | $12,684-99.6% | $13,400-99.6% |