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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 | $59,008 | $181,896-67.6% | $156,551-62.3% | $273,972-78.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.62% | 30.74%-22.1pp | 32.23%-23.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,308 | $6,248-79.1% | $5,501-76.2% | $4,869-73.1% |
| Participant deferral / active EE | $4,411 | $5,550-20.5% | $4,871-9.4% | $5,287-16.6% |
| Admin fee / account holder | $67 | $15,560-99.6% | $13,028-99.5% | $10,133-99.3% |