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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 | $32,057 | $223,823-85.7% | $211,142-84.8% | $154,746-79.3% |
| Participation rate | 72.7% | 87.9%-15.1pp | 87.3%-14.6pp | 80.7%-8.0pp |
| Annual return | 21.69% | 50.39%-28.7pp | 46.84%-25.1pp | 172.34%-150.6pp |
| Employer contribution / active EE | $833 | $6,787-87.7% | $6,442-87.1% | $4,379-81.0% |
| Participant deferral / active EE | $4,679 | $9,750-52.0% | $9,284-49.6% | $6,730-30.5% |
| Admin fee / account holder | $21 | $19,707-99.9% | $19,076-99.9% | $14,365-99.9% |