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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 | $16,139 | $155,555-89.6% | $146,866-89.0% | $155,188-89.6% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.5%-9.2pp | 80.8%-7.5pp |
| Annual return | 18.07% | 115.41%-97.3pp | 102.85%-84.8pp | 148.84%-130.8pp |
| Employer contribution / active EE | $14 | $4,647-99.7% | $4,425-99.7% | $4,248-99.7% |
| Participant deferral / active EE | $6,106 | $8,044-24.1% | $7,759-21.3% | $6,531-6.5% |
| Admin fee / account holder | $161 | $14,755-98.9% | $13,620-98.8% | $14,480-98.9% |