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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 | $38,816 | $201,370-80.7% | $184,256-78.9% | $145,897-73.4% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 12.85% | 29.05%-16.2pp | 28.85%-16.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,103 | $7,024-84.3% | $6,427-82.8% | $4,663-76.3% |
| Participant deferral / active EE | $11,163 | $9,808+13.8% | $9,133+22.2% | $6,689+66.9% |
| Admin fee / account holder | $76 | $16,364-99.5% | $13,899-99.5% | $13,390-99.4% |