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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 | $43,202 | $197,625-78.1% | $177,840-75.7% | $158,966-72.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 23.89% | 58.76%-34.9pp | 48.32%-24.4pp | 302.95%-279.1pp |
| Employer contribution / active EE | $654 | $6,698-90.2% | $5,919-88.9% | $4,762-86.3% |
| Participant deferral / active EE | $12,986 | $8,405+54.5% | $7,714+68.3% | $5,983+117.0% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |