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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 | $191,895 | $167,503+14.6% | $151,627+26.6% | $134,493+42.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.08% | 7.80%-21.9pp | 3.33%-17.4pp | 418.01%-432.1pp |
| Employer contribution / active EE | $1,109 | $6,829-83.8% | $6,166-82.0% | $4,740-76.6% |
| Participant deferral / active EE | $14,956 | $8,985+66.5% | $8,363+78.8% | $6,400+133.7% |
| Admin fee / account holder | $0 | $13,777-100.0% | $11,612-100.0% | $11,425-100.0% |