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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 | $86,817 | $183,627-52.7% | $155,602-44.2% | $145,978-40.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.88% | 61.32%-48.4pp | 64.81%-51.9pp | 550.52%-537.6pp |
| Employer contribution / active EE | $450 | $5,316-91.5% | $4,675-90.4% | $4,662-90.4% |
| Participant deferral / active EE | $19,150 | $6,466+196.2% | $5,629+240.2% | $6,690+186.3% |
| Admin fee / account holder | $20 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |