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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 | $44,480 | $181,896-75.5% | $156,551-71.6% | $273,972-83.8% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 4.70% | 30.74%-26.0pp | 32.23%-27.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,297 | $6,248-79.2% | $5,501-76.4% | $4,869-73.4% |
| Participant deferral / active EE | $4,418 | $5,550-20.4% | $4,871-9.3% | $5,287-16.4% |
| Admin fee / account holder | $73 | $15,560-99.5% | $13,028-99.4% | $10,133-99.3% |