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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 | $108,149 | $201,372-46.3% | $184,260-41.3% | $145,884-25.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.66% | 29.04%-19.4pp | 28.84%-19.2pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,344 | $7,024-80.9% | $6,427-79.1% | $4,662-71.2% |
| Participant deferral / active EE | $10,167 | $9,808+3.7% | $9,133+11.3% | $6,690+52.0% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |