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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 | $121,426 | $165,399-26.6% | $149,745-18.9% | $158,982-23.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.63% | 348.34%-324.7pp | 276.72%-253.1pp | 302.99%-279.4pp |
| Employer contribution / active EE | $278 | $5,105-94.6% | $4,646-94.0% | $4,763-94.2% |
| Participant deferral / active EE | $4,828 | $7,183-32.8% | $6,843-29.4% | $5,983-19.3% |
| Admin fee / account holder | $82 | $10,811-99.2% | $9,312-99.1% | $11,252-99.3% |