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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 | $35,749 | $69,518-48.6% | $59,887-40.3% | $135,379-73.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 8.79% | 7.95%+0.8pp | 3.46%+5.3pp | 519.79%-511.0pp |
| Employer contribution / active EE | $107 | $3,235-96.7% | $2,722-96.1% | $4,779-97.8% |
| Participant deferral / active EE | $1,853 | $4,204-55.9% | $3,402-45.5% | $5,609-67.0% |
| Admin fee / account holder | $208 | $5,734-96.4% | $3,591-94.2% | $10,828-98.1% |