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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 | $98,258 | $110,379-11.0% | $102,412-4.1% | $145,884-32.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.76% | 24.84%-10.1pp | 24.94%-10.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $220 | $4,216-94.8% | $3,870-94.3% | $4,662-95.3% |
| Participant deferral / active EE | $2,198 | $5,622-60.9% | $5,060-56.6% | $6,690-67.1% |
| Admin fee / account holder | $255 | $9,745-97.4% | $8,388-97.0% | $13,392-98.1% |