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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 | $89,714 | $182,442-50.8% | $163,379-45.1% | $138,895-35.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 12.35% | 72.74%-60.4pp | 63.41%-51.1pp | 145.39%-133.0pp |
| Employer contribution / active EE | $207 | $4,159-95.0% | $3,752-94.5% | $4,194-95.1% |
| Participant deferral / active EE | $2,640 | $6,817-61.3% | $6,282-58.0% | $6,396-58.7% |
| Admin fee / account holder | $8 | $10,396-99.9% | $9,818-99.9% | $12,562-99.9% |