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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 | $58,349 | $185,312-68.5% | $161,489-63.9% | $154,746-62.3% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 19.56% | 103.84%-84.3pp | 89.72%-70.2pp | 172.34%-152.8pp |
| Employer contribution / active EE | $676 | $4,769-85.8% | $4,268-84.2% | $4,379-84.6% |
| Participant deferral / active EE | $2,703 | $6,350-57.4% | $5,630-52.0% | $6,730-59.8% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |