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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 | $90,288 | $135,956-33.6% | $123,894-27.1% | $273,972-67.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 17.51% | 56.63%-39.1pp | 47.52%-30.0pp | 41.46%-23.9pp |
| Employer contribution / active EE | $600 | $5,170-88.4% | $4,617-87.0% | $4,869-87.7% |
| Participant deferral / active EE | $18,000 | $6,343+183.8% | $5,984+200.8% | $5,287+240.4% |
| Admin fee / account holder | $218 | $9,817-97.8% | $8,357-97.4% | $10,133-97.8% |