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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 | $107,619 | $183,516-41.4% | $155,534-30.8% | $145,884-26.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.57% | 61.43%-48.9pp | 64.92%-52.3pp | 551.85%-539.3pp |
| Employer contribution / active EE | $716 | $5,315-86.5% | $4,675-84.7% | $4,662-84.6% |
| Participant deferral / active EE | $2,175 | $6,467-66.4% | $5,630-61.4% | $6,690-67.5% |
| Admin fee / account holder | $89 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |