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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 | $162,136-83.3% | $152,301-82.2% | $154,746-82.5% |
| Participation rate | 95.2% | 84.1%+11.1pp | 82.4%+12.8pp | 80.7%+14.5pp |
| Annual return | 19.24% | 91.02%-71.8pp | 80.50%-61.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $599 | $4,890-87.8% | $4,624-87.1% | $4,379-86.3% |
| Participant deferral / active EE | $3,933 | $8,341-52.9% | $8,004-50.9% | $6,730-41.6% |
| Admin fee / account holder | $100 | $15,759-99.4% | $14,398-99.3% | $14,365-99.3% |