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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 | $51,733 | $135,956-61.9% | $123,894-58.2% | $273,972-81.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.42% | 56.63%-52.2pp | 47.52%-43.1pp | 41.46%-37.0pp |
| Employer contribution / active EE | $750 | $5,170-85.5% | $4,617-83.8% | $4,869-84.6% |
| Participant deferral / active EE | $5,865 | $6,343-7.5% | $5,984-2.0% | $5,287+10.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |