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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 | $40,994 | $103,387-60.3% | $87,102-52.9% | $152,885-73.2% |
| Participation rate | 76.2% | 79.4%-3.2pp | 76.9%-0.7pp | 82.5%-6.3pp |
| Annual return | 22.94% | 28.10%-5.2pp | 28.19%-5.3pp | 345.39%-322.5pp |
| Employer contribution / active EE | $523 | $3,221-83.8% | $2,521-79.2% | $4,763-89.0% |
| Participant deferral / active EE | $4,895 | $4,778+2.4% | $4,048+20.9% | $5,851-16.3% |
| Admin fee / account holder | $191 | $12,193-98.4% | $7,491-97.4% | $11,598-98.4% |