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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 | $135,548 | $127,387+6.4% | $115,038+17.8% | $125,389+8.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.46% | 31.28%-33.7pp | 26.14%-28.6pp | 282.24%-284.7pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $9,150 | $6,423+42.5% | $6,026+51.8% | $5,352+71.0% |
| Admin fee / account holder | $46 | $9,516-99.5% | $8,175-99.4% | $9,541-99.5% |