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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 | $126,964 | $157,296-19.3% | $141,191-10.1% | $152,897-17.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.58% | 64.34%-38.8pp | 71.41%-45.8pp | 345.43%-319.8pp |
| Employer contribution / active EE | $387 | $5,262-92.6% | $4,736-91.8% | $4,764-91.9% |
| Participant deferral / active EE | $3,600 | $7,111-49.4% | $6,710-46.3% | $5,851-38.5% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |