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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 | $31,626 | $213,785-85.2% | $185,441-82.9% | $155,188-79.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 13.52% | 19.97%-6.4pp | 20.16%-6.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,102 | $5,393-79.6% | $4,672-76.4% | $4,248-74.1% |
| Participant deferral / active EE | $8,112 | $6,864+18.2% | $6,152+31.9% | $6,531+24.2% |
| Admin fee / account holder | $210 | $21,134-99.0% | $17,890-98.8% | $14,480-98.6% |