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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 | $49,591 | $160,040-69.0% | $147,096-66.3% | $145,877-66.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.27% | 98.49%-87.2pp | 419.75%-408.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $894 | $5,289-83.1% | $4,936-81.9% | $4,663-80.8% |
| Participant deferral / active EE | $7,040 | $8,429-16.5% | $8,071-12.8% | $6,691+5.2% |
| Admin fee / account holder | $129 | $15,050-99.1% | $13,005-99.0% | $13,402-99.0% |