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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 | $107,449 | $153,769-30.1% | $133,975-19.8% | $273,972-60.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.63% | 36.51%-29.9pp | 29.29%-22.7pp | 41.46%-34.8pp |
| Employer contribution / active EE | $554 | $6,029-90.8% | $5,211-89.4% | $4,869-88.6% |
| Participant deferral / active EE | $13,667 | $6,958+96.4% | $6,282+117.6% | $5,287+158.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |