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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 | $47,062 | $181,896-74.1% | $156,551-69.9% | $273,972-82.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.43% | 30.74%-17.3pp | 32.23%-18.8pp | 41.46%-28.0pp |
| Employer contribution / active EE | $1,186 | $6,248-81.0% | $5,501-78.4% | $4,869-75.6% |
| Participant deferral / active EE | $5,600 | $5,550+0.9% | $4,871+15.0% | $5,287+5.9% |
| Admin fee / account holder | $123 | $15,560-99.2% | $13,028-99.1% | $10,133-98.8% |