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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 | $34,173 | $165,399-79.3% | $149,745-77.2% | $158,982-78.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 15.76% | 348.34%-332.6pp | 276.72%-261.0pp | 302.99%-287.2pp |
| Employer contribution / active EE | $840 | $5,105-83.5% | $4,646-81.9% | $4,763-82.4% |
| Participant deferral / active EE | $4,206 | $7,183-41.4% | $6,843-38.5% | $5,983-29.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |