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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 | $73,243 | $168,635-56.6% | $147,617-50.4% | $125,389-41.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.44% | 77.65%-77.2pp | 61.98%-61.5pp | 282.24%-281.8pp |
| Employer contribution / active EE | $668 | $6,252-89.3% | $5,564-88.0% | $4,866-86.3% |
| Participant deferral / active EE | $4,361 | $5,507-20.8% | $4,895-10.9% | $5,352-18.5% |
| Admin fee / account holder | $18 | $13,580-99.9% | $11,612-99.8% | $9,541-99.8% |