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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 | $173,921 | $190,879-8.9% | $160,009+8.7% | $134,532+29.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | 1.29% | 552.63%-551.3pp | 408.85%-407.6pp | 418.27%-417.0pp |
| Employer contribution / active EE | $312 | $4,995-93.8% | $4,225-92.6% | $4,741-93.4% |
| Participant deferral / active EE | $9,750 | $6,924+40.8% | $6,183+57.7% | $6,401+52.3% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |