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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 | $35,700 | $181,896-80.4% | $156,551-77.2% | $273,972-87.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.69% | 30.74%-17.0pp | 32.23%-18.5pp | 41.46%-27.8pp |
| Employer contribution / active EE | $1,182 | $6,248-81.1% | $5,501-78.5% | $4,869-75.7% |
| Participant deferral / active EE | $15,250 | $5,550+174.8% | $4,871+213.1% | $5,287+188.4% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |