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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 | $19,721 | $183,627-89.3% | $155,602-87.3% | $145,978-86.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.56% | 61.32%-47.8pp | 64.81%-51.3pp | 550.52%-537.0pp |
| Employer contribution / active EE | $960 | $5,316-81.9% | $4,675-79.5% | $4,662-79.4% |
| Participant deferral / active EE | $2,637 | $6,466-59.2% | $5,629-53.1% | $6,690-60.6% |
| Admin fee / account holder | $177 | $19,327-99.1% | $15,923-98.9% | $13,400-98.7% |