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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 | $52,224 | $154,228-66.1% | $145,433-64.1% | $137,256-62.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 17.19% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $740 | $4,804-84.6% | $4,554-83.7% | $4,156-82.2% |
| Participant deferral / active EE | $2,680 | $8,216-67.4% | $7,897-66.1% | $6,407-58.2% |
| Admin fee / account holder | $85 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |