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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 | $167,415-52.5% | $140,514-43.3% | $198,609-59.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 13.90% | 13.85%0pp | 14.36%-0.5pp | 202.70%-188.8pp |
| Employer contribution / active EE | $579 | $4,088-85.8% | $3,378-82.9% | $5,055-88.5% |
| Participant deferral / active EE | $2,316 | $5,579-58.5% | $4,919-52.9% | $6,977-66.8% |
| Admin fee / account holder | $183 | $16,730-98.9% | $13,697-98.7% | $19,030-99.0% |