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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 | $19,366 | $172,111-88.7% | $150,298-87.1% | $137,256-85.9% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 18.22% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $780 | $4,636-83.2% | $4,154-81.2% | $4,156-81.2% |
| Participant deferral / active EE | $2,581 | $6,166-58.1% | $5,453-52.7% | $6,407-59.7% |
| Admin fee / account holder | $137 | $16,471-99.2% | $14,116-99.0% | $12,270-98.9% |