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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 | $45,755 | $175,231-73.9% | $149,696-69.4% | $139,466-67.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 13.77% | 166.77%-153.0pp | 134.46%-120.7pp | 373.66%-359.9pp |
| Employer contribution / active EE | $882 | $5,478-83.9% | $4,821-81.7% | $4,754-81.5% |
| Participant deferral / active EE | $11,625 | $6,521+78.3% | $5,682+104.6% | $6,712+73.2% |
| Admin fee / account holder | $294 | $16,155-98.2% | $13,212-97.8% | $11,409-97.4% |