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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 | $32,203 | $181,062-82.2% | $158,223-79.6% | $155,188-79.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 19.89% | 57.39%-37.5pp | 52.09%-32.2pp | 148.84%-128.9pp |
| Employer contribution / active EE | $878 | $4,565-80.8% | $4,109-78.6% | $4,248-79.3% |
| Participant deferral / active EE | $3,915 | $6,134-36.2% | $5,467-28.4% | $6,531-40.1% |
| Admin fee / account holder | $274 | $18,825-98.5% | $16,047-98.3% | $14,480-98.1% |