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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 | $116,828 | $117,829-0.8% | $102,423+14.1% | $145,877-19.9% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-7.0pp |
| Annual return | 12.42% | 31.83%-19.4pp | 29.42%-17.0pp | 551.28%-538.9pp |
| Employer contribution / active EE | $542 | $3,615-85.0% | $3,023-82.1% | $4,663-88.4% |
| Participant deferral / active EE | $2,539 | $5,732-55.7% | $5,054-49.8% | $6,691-62.1% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |