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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 | $161,255 | $153,774+4.9% | $133,979+20.4% | $273,970-41.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.53% | 36.51%-32.0pp | 29.30%-24.8pp | 41.46%-36.9pp |
| Employer contribution / active EE | $800 | $6,029-86.7% | $5,211-84.6% | $4,869-83.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $42 | $11,765-99.6% | $9,324-99.5% | $10,132-99.6% |