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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 | $80,927 | $180,028-55.0% | $138,135-41.4% | $158,966-49.1% |
| Participation rate | 80.0% | 82.2%-2.2pp | 78.7%+1.3pp | 82.0%-2.0pp |
| Annual return | 5.02% | 21.68%-16.7pp | 20.51%-15.5pp | 302.95%-297.9pp |
| Employer contribution / active EE | $558 | $7,470-92.5% | $5,587-90.0% | $4,762-88.3% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18 | $17,912-99.9% | $11,856-99.9% | $11,250-99.8% |