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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 | $50,758 | $153,769-67.0% | $133,975-62.1% | $273,972-81.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.32% | 36.51%-24.2pp | 29.29%-17.0pp | 41.46%-29.1pp |
| Employer contribution / active EE | $133 | $6,029-97.8% | $5,211-97.4% | $4,869-97.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $156 | $11,765-98.7% | $9,324-98.3% | $10,133-98.5% |