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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 | $88,354 | $181,896-51.4% | $156,551-43.6% | $273,972-67.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.91% | 30.74%-25.8pp | 32.23%-27.3pp | 41.46%-36.5pp |
| Employer contribution / active EE | $833 | $6,248-86.7% | $5,501-84.9% | $4,869-82.9% |
| Participant deferral / active EE | $3,724 | $5,550-32.9% | $4,871-23.5% | $5,287-29.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |