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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 | $79,606 | $136,860-41.8% | $120,344-33.9% | $154,746-48.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 13.90% | 21.38%-7.5pp | 20.30%-6.4pp | 172.34%-158.4pp |
| Employer contribution / active EE | $579 | $3,533-83.6% | $3,020-80.8% | $4,379-86.8% |
| Participant deferral / active EE | $2,316 | $5,793-60.0% | $5,135-54.9% | $6,730-65.6% |
| Admin fee / account holder | $183 | $15,393-98.8% | $12,742-98.6% | $14,365-98.7% |