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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 | $37,029 | $165,399-77.6% | $149,745-75.3% | $158,982-76.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.72% | 348.34%-336.6pp | 276.72%-265.0pp | 302.99%-291.3pp |
| Employer contribution / active EE | $477 | $5,105-90.7% | $4,646-89.7% | $4,763-90.0% |
| Participant deferral / active EE | $2,886 | $7,183-59.8% | $6,843-57.8% | $5,983-51.8% |
| Admin fee / account holder | $292 | $10,811-97.3% | $9,312-96.9% | $11,252-97.4% |