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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 | $44,358 | $71,873-38.3% | $86,698-48.8% | $68,490-35.2% |
| Participation rate | 98.0% | 72.2%+25.8pp | 76.6%+21.4pp | 67.9%+30.1pp |
| Annual return | 35.80% | 3.54%+32.3pp | 35.96%-0.2pp | -7.85%+43.7pp |
| Employer contribution / active EE | $116 | $2,173-94.7% | $2,837-95.9% | $2,597-95.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $237 | $6,110-96.1% | $7,492-96.8% | $5,403-95.6% |