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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 | $33,074 | $181,896-81.8% | $156,551-78.9% | $273,972-87.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.31% | 30.74%-20.4pp | 32.23%-21.9pp | 41.46%-31.1pp |
| Employer contribution / active EE | $1,143 | $6,248-81.7% | $5,501-79.2% | $4,869-76.5% |
| Participant deferral / active EE | $4,596 | $5,550-17.2% | $4,871-5.7% | $5,287-13.1% |
| Admin fee / account holder | $18 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |