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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 | $103,776 | $149,741-30.7% | $118,914-12.7% | $158,982-34.7% |
| Participation rate | 84.6% | 82.1%+2.5pp | 75.4%+9.2pp | 82.0%+2.6pp |
| Annual return | 11.87% | 19.94%-8.1pp | 35.89%-24.0pp | 302.99%-291.1pp |
| Employer contribution / active EE | $603 | $4,119-85.4% | $3,264-81.5% | $4,763-87.3% |
| Participant deferral / active EE | $2,771 | $5,226-47.0% | $4,266-35.1% | $5,983-53.7% |
| Admin fee / account holder | $5 | $8,607-99.9% | $6,582-99.9% | $11,252-100.0% |