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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 | $154,228-89.5% | $145,433-88.9% | $137,256-88.2% |
| Participation rate | 73.3% | 83.8%-10.5pp | 82.1%-8.8pp | 80.0%-6.6pp |
| Annual return | 18.07% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $14 | $4,804-99.7% | $4,554-99.7% | $4,156-99.7% |
| Participant deferral / active EE | $6,106 | $8,216-25.7% | $7,897-22.7% | $6,407-4.7% |
| Admin fee / account holder | $161 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |