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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 | $49,367 | $183,516-73.1% | $155,534-68.3% | $145,884-66.2% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 9.29% | 61.43%-52.1pp | 64.92%-55.6pp | 551.85%-542.6pp |
| Employer contribution / active EE | $999 | $5,315-81.2% | $4,675-78.6% | $4,662-78.6% |
| Participant deferral / active EE | $5,754 | $6,467-11.0% | $5,630+2.2% | $6,690-14.0% |
| Admin fee / account holder | $159 | $19,293-99.2% | $15,900-99.0% | $13,392-98.8% |