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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 | $19,629 | $156,398-87.4% | $147,318-86.7% | $138,895-85.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.51% | 78.75%-56.2pp | 70.43%-47.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $636 | $4,853-86.9% | $4,593-86.2% | $4,194-84.8% |
| Participant deferral / active EE | $6,055 | $8,237-26.5% | $7,906-23.4% | $6,396-5.3% |
| Admin fee / account holder | $40 | $14,976-99.7% | $13,708-99.7% | $12,562-99.7% |