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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 | $56,544 | $201,344-71.9% | $184,243-69.3% | $145,877-61.2% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 11.46% | 29.01%-17.5pp | 28.82%-17.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,313 | $7,022-81.3% | $6,427-79.6% | $4,663-71.8% |
| Participant deferral / active EE | $8,071 | $9,807-17.7% | $9,132-11.6% | $6,691+20.6% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |