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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 | $75,679 | $155,555-51.3% | $146,866-48.5% | $155,188-51.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.67% | 115.41%-93.7pp | 102.85%-81.2pp | 148.84%-127.2pp |
| Employer contribution / active EE | $680 | $4,647-85.4% | $4,425-84.6% | $4,248-84.0% |
| Participant deferral / active EE | $3,700 | $8,044-54.0% | $7,759-52.3% | $6,531-43.3% |
| Admin fee / account holder | $162 | $14,755-98.9% | $13,620-98.8% | $14,480-98.9% |