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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 | $86,199 | $197,625-56.4% | $177,840-51.5% | $158,966-45.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 10.51% | 58.76%-48.3pp | 48.32%-37.8pp | 302.95%-292.4pp |
| Employer contribution / active EE | $868 | $6,698-87.0% | $5,919-85.3% | $4,762-81.8% |
| Participant deferral / active EE | $6,400 | $8,405-23.9% | $7,714-17.0% | $5,983+7.0% |
| Admin fee / account holder | $23 | $15,405-99.9% | $12,431-99.8% | $11,250-99.8% |