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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 | $69,091 | $181,896-62.0% | $156,551-55.9% | $273,972-74.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.47% | 30.74%-22.3pp | 32.23%-23.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $14,610 | $5,550+163.2% | $4,871+199.9% | $5,287+176.3% |
| Admin fee / account holder | $44 | $15,560-99.7% | $13,028-99.7% | $10,133-99.6% |