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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 | $123,209 | $182,442-32.5% | $163,379-24.6% | $138,895-11.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 14.58% | 72.74%-58.2pp | 63.41%-48.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $62 | $4,159-98.5% | $3,752-98.3% | $4,194-98.5% |
| Participant deferral / active EE | $4,891 | $6,817-28.3% | $6,282-22.1% | $6,396-23.5% |
| Admin fee / account holder | $232 | $10,396-97.8% | $9,818-97.6% | $12,562-98.1% |