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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 | $185,312-74.5% | $161,489-70.8% | $154,746-69.5% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 33.78% | 103.84%-70.1pp | 89.72%-55.9pp | 172.34%-138.6pp |
| Employer contribution / active EE | $595 | $4,769-87.5% | $4,268-86.1% | $4,379-86.4% |
| Participant deferral / active EE | $11,865 | $6,350+86.9% | $5,630+110.8% | $6,730+76.3% |
| Admin fee / account holder | $61 | $18,654-99.7% | $16,006-99.6% | $14,365-99.6% |