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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 | $35,284 | $181,896-80.6% | $156,551-77.5% | $273,972-87.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.55% | 30.74%-24.2pp | 32.23%-25.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,055 | $6,248-83.1% | $5,501-80.8% | $4,869-78.3% |
| Participant deferral / active EE | $3,618 | $5,550-34.8% | $4,871-25.7% | $5,287-31.6% |
| Admin fee / account holder | $97 | $15,560-99.4% | $13,028-99.3% | $10,133-99.0% |