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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 | $38,888 | $154,228-74.8% | $145,433-73.3% | $137,256-71.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.84% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $569 | $4,804-88.2% | $4,554-87.5% | $4,156-86.3% |
| Participant deferral / active EE | $5,439 | $8,216-33.8% | $7,897-31.1% | $6,407-15.1% |
| Admin fee / account holder | $177 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |