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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 | $26,958 | $154,228-82.5% | $145,433-81.5% | $137,256-80.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 71.98% | 74.59%-2.6pp | 66.58%+5.4pp | 220.34%-148.4pp |
| Employer contribution / active EE | $784 | $4,804-83.7% | $4,554-82.8% | $4,156-81.1% |
| Participant deferral / active EE | $5,817 | $8,216-29.2% | $7,897-26.3% | $6,407-9.2% |
| Admin fee / account holder | $144 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |