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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 | $118,272 | $64,719+82.7% | $112,249+5.4% | $68,486+72.7% |
| Participation rate | 72.0% | 67.2%+4.8pp | 75.1%-3.1pp | 67.9%+4.1pp |
| Annual return | -15.72% | -11.40%-4.3pp | 27.48%-43.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $263 | $2,747-90.4% | $3,636-92.8% | $2,597-89.9% |
| Participant deferral / active EE | $4,421 | $3,565+24.0% | $4,729-6.5% | $4,028+9.8% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,412-100.0% | $5,404-100.0% |