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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 | $154,014 | $172,111-10.5% | $150,298+2.5% | $137,256+12.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.12% | 69.37%-56.3pp | 62.79%-49.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | -$1,241 | $4,636-126.8% | $4,154-129.9% | $4,156-129.9% |
| Participant deferral / active EE | $4,288 | $6,166-30.5% | $5,453-21.4% | $6,407-33.1% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |