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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 | $25,577 | $183,516-86.1% | $155,534-83.6% | $145,884-82.5% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 16.22% | 61.43%-45.2pp | 64.92%-48.7pp | 551.85%-535.6pp |
| Employer contribution / active EE | $177 | $5,315-96.7% | $4,675-96.2% | $4,662-96.2% |
| Participant deferral / active EE | $3,974 | $6,467-38.5% | $5,630-29.4% | $6,690-40.6% |
| Admin fee / account holder | $197 | $19,293-99.0% | $15,900-98.8% | $13,392-98.5% |