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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 | $23,636 | $183,516-87.1% | $155,534-84.8% | $145,884-83.8% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 24.58% | 61.43%-36.8pp | 64.92%-40.3pp | 551.85%-527.3pp |
| Employer contribution / active EE | $728 | $5,315-86.3% | $4,675-84.4% | $4,662-84.4% |
| Participant deferral / active EE | $1,995 | $6,467-69.1% | $5,630-64.6% | $6,690-70.2% |
| Admin fee / account holder | $99 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |