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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 | $105,923 | $153,769-31.1% | $133,975-20.9% | $273,972-61.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.16% | 36.51%-28.3pp | 29.29%-21.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,080 | $6,029-82.1% | $5,211-79.3% | $4,869-77.8% |
| Participant deferral / active EE | $3,333 | $6,958-52.1% | $6,282-46.9% | $5,287-37.0% |
| Admin fee / account holder | $50 | $11,765-99.6% | $9,324-99.5% | $10,133-99.5% |