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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 | $32,901 | $185,905-82.3% | $170,057-80.7% | $139,487-76.4% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 32.47% | 60.56%-28.1pp | 53.42%-21.0pp | 373.84%-341.4pp |
| Employer contribution / active EE | $1,338 | $7,597-82.4% | $6,790-80.3% | $4,755-71.9% |
| Participant deferral / active EE | $4,373 | $11,627-62.4% | $10,411-58.0% | $6,713-34.9% |
| Admin fee / account holder | $205 | $15,397-98.7% | $12,826-98.4% | $11,407-98.2% |