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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 | $63,714 | $94,031-32.2% | $115,768-45.0% | $82,448-22.7% |
| Participation rate | 96.2% | 70.4%+25.8pp | 74.4%+21.8pp | 68.1%+28.2pp |
| Annual return | 20.53% | 20.61%-0.1pp | 100.46%-79.9pp | 41.64%-21.1pp |
| Employer contribution / active EE | $528 | $2,323-77.3% | $2,940-82.0% | $2,551-79.3% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $224 | $10,249-97.8% | $12,439-98.2% | $7,234-96.9% |