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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 | $55,855 | $181,896-69.3% | $156,551-64.3% | $273,972-79.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.11% | 30.74%-21.6pp | 32.23%-23.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $1,264 | $6,248-79.8% | $5,501-77.0% | $4,869-74.0% |
| Participant deferral / active EE | $6,400 | $5,550+15.3% | $4,871+31.4% | $5,287+21.0% |
| Admin fee / account holder | $6 | $15,560-100.0% | $13,028-100.0% | $10,133-99.9% |