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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 | $96,576 | $103,392-6.6% | $87,104+10.9% | $152,897-36.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 19.01% | 28.10%-9.1pp | 28.19%-9.2pp | 345.43%-326.4pp |
| Employer contribution / active EE | $275 | $3,221-91.5% | $2,521-89.1% | $4,764-94.2% |
| Participant deferral / active EE | $12,500 | $4,778+161.6% | $4,048+208.8% | $5,851+113.6% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |