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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 | $35,669 | $181,896-80.4% | $156,551-77.2% | $273,972-87.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 9.56% | 30.74%-21.2pp | 32.23%-22.7pp | 41.46%-31.9pp |
| Employer contribution / active EE | $1,043 | $6,248-83.3% | $5,501-81.0% | $4,869-78.6% |
| Participant deferral / active EE | $2,947 | $5,550-46.9% | $4,871-39.5% | $5,287-44.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |