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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 | $92,602 | $165,399-44.0% | $149,745-38.2% | $158,982-41.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.08% | 348.34%-334.3pp | 276.72%-262.6pp | 302.99%-288.9pp |
| Employer contribution / active EE | $857 | $5,105-83.2% | $4,646-81.5% | $4,763-82.0% |
| Participant deferral / active EE | $3,307 | $7,183-54.0% | $6,843-51.7% | $5,983-44.7% |
| Admin fee / account holder | $172 | $10,811-98.4% | $9,312-98.2% | $11,252-98.5% |