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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 | $61,242 | $140,592-56.4% | $123,106-50.3% | $125,388-51.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.11% | 16.80%-16.9pp | 13.22%-13.3pp | 282.24%-282.3pp |
| Employer contribution / active EE | $1,194 | $6,041-80.2% | $5,151-76.8% | $4,866-75.5% |
| Participant deferral / active EE | $3,925 | $6,980-43.8% | $6,229-37.0% | $5,352-26.7% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |