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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 | $28,668 | $172,111-83.3% | $150,298-80.9% | $137,256-79.1% |
| Participation rate | 73.3% | 81.7%-8.4pp | 77.8%-4.4pp | 80.0%-6.6pp |
| Annual return | 23.61% | 69.37%-45.8pp | 62.79%-39.2pp | 220.34%-196.7pp |
| Employer contribution / active EE | $735 | $4,636-84.1% | $4,154-82.3% | $4,156-82.3% |
| Participant deferral / active EE | $3,882 | $6,166-37.0% | $5,453-28.8% | $6,407-39.4% |
| Admin fee / account holder | $145 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |