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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 | $127,136 | $100,792+26.1% | $86,691+46.7% | $134,509-5.5% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -15.50% | 29.08%-44.6pp | 35.94%-51.4pp | 418.13%-433.6pp |
| Employer contribution / active EE | $676 | $3,491-80.6% | $2,837-76.2% | $4,741-85.7% |
| Participant deferral / active EE | $5,028 | $5,339-5.8% | $4,656+8.0% | $6,400-21.4% |
| Admin fee / account holder | $9 | $10,924-99.9% | $7,492-99.9% | $11,427-99.9% |