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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 | $47,191 | $172,111-72.6% | $150,298-68.6% | $137,256-65.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 33.78% | 69.37%-35.6pp | 62.79%-29.0pp | 220.34%-186.6pp |
| Employer contribution / active EE | $595 | $4,636-87.2% | $4,154-85.7% | $4,156-85.7% |
| Participant deferral / active EE | $11,865 | $6,166+92.4% | $5,453+117.6% | $6,407+85.2% |
| Admin fee / account holder | $61 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |