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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 | $85,995 | $167,353-48.6% | $143,797-40.2% | $134,545-36.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 3.11% | 0.48%+2.6pp | -0.04%+3.2pp | 418.37%-415.3pp |
| Employer contribution / active EE | $281 | $5,620-95.0% | $4,952-94.3% | $4,742-94.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $281 | $18,096-98.4% | $14,679-98.1% | $11,431-97.5% |