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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 | $185,312-82.6% | $161,489-80.1% | $154,746-79.2% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 19.89% | 103.84%-83.9pp | 89.72%-69.8pp | 172.34%-152.4pp |
| Employer contribution / active EE | $878 | $4,769-81.6% | $4,268-79.4% | $4,379-79.9% |
| Participant deferral / active EE | $3,915 | $6,350-38.3% | $5,630-30.5% | $6,730-41.8% |
| Admin fee / account holder | $274 | $18,654-98.5% | $16,006-98.3% | $14,365-98.1% |