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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 | $24,552 | $183,592-86.6% | $155,574-84.2% | $145,877-83.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 17.21% | 61.37%-44.2pp | 64.87%-47.7pp | 551.28%-534.1pp |
| Employer contribution / active EE | $950 | $5,317-82.1% | $4,676-79.7% | $4,663-79.6% |
| Participant deferral / active EE | $2,859 | $6,466-55.8% | $5,629-49.2% | $6,691-57.3% |
| Admin fee / account holder | $116 | $19,316-99.4% | $15,914-99.3% | $13,402-99.1% |