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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 | $43,393 | $153,769-71.8% | $133,975-67.6% | $273,972-84.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 10.75% | 36.51%-25.8pp | 29.29%-18.5pp | 41.46%-30.7pp |
| Employer contribution / active EE | $700 | $6,029-88.4% | $5,211-86.6% | $4,869-85.6% |
| Participant deferral / active EE | $9,700 | $6,958+39.4% | $6,282+54.4% | $5,287+83.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |