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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 | $42,727 | $167,362-74.5% | $143,799-70.3% | $134,532-68.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.70% | 0.47%+1.2pp | -0.04%+1.7pp | 418.27%-416.6pp |
| Employer contribution / active EE | $866 | $5,620-84.6% | $4,952-82.5% | $4,741-81.7% |
| Participant deferral / active EE | $3,007 | $6,447-53.4% | $5,638-46.7% | $6,401-53.0% |
| Admin fee / account holder | $266 | $18,094-98.5% | $14,677-98.2% | $11,429-97.7% |