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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 | $13,218 | $106,247-87.6% | $96,515-86.3% | $139,466-90.5% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 36.53% | 38.47%-1.9pp | 35.73%+0.8pp | 373.66%-337.1pp |
| Employer contribution / active EE | $241 | $4,106-94.1% | $3,740-93.6% | $4,754-94.9% |
| Participant deferral / active EE | $8,076 | $5,456+48.0% | $4,880+65.5% | $6,712+20.3% |
| Admin fee / account holder | $173 | $7,885-97.8% | $6,735-97.4% | $11,409-98.5% |