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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 | $23,344 | $161,352-85.5% | $134,172-82.6% | $137,256-83.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 18.57% | 28.72%-10.1pp | 25.30%-6.7pp | 220.34%-201.8pp |
| Employer contribution / active EE | $677 | $4,099-83.5% | $3,420-80.2% | $4,156-83.7% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $170 | $15,028-98.9% | $12,016-98.6% | $12,270-98.6% |