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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 | $46,917 | $154,228-69.6% | $145,433-67.7% | $137,256-65.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.65% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $225 | $4,804-95.3% | $4,554-95.1% | $4,156-94.6% |
| Participant deferral / active EE | $2,875 | $8,216-65.0% | $7,897-63.6% | $6,407-55.1% |
| Admin fee / account holder | $48 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |