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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 | $36,432 | $181,896-80.0% | $156,551-76.7% | $273,972-86.7% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 7.84% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $446 | $6,248-92.9% | $5,501-91.9% | $4,869-90.8% |
| Participant deferral / active EE | $2,227 | $5,550-59.9% | $4,871-54.3% | $5,287-57.9% |
| Admin fee / account holder | $4 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |