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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 | $27,091 | $154,228-82.4% | $145,433-81.4% | $137,256-80.3% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 19.24% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $599 | $4,804-87.5% | $4,554-86.9% | $4,156-85.6% |
| Participant deferral / active EE | $3,933 | $8,216-52.1% | $7,897-50.2% | $6,407-38.6% |
| Admin fee / account holder | $100 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |