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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 | $120,951 | $106,247+13.8% | $96,515+25.3% | $139,466-13.3% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 12.87% | 38.47%-25.6pp | 35.73%-22.9pp | 373.66%-360.8pp |
| Employer contribution / active EE | $531 | $4,106-87.1% | $3,740-85.8% | $4,754-88.8% |
| Participant deferral / active EE | $4,004 | $5,456-26.6% | $4,880-17.9% | $6,712-40.3% |
| Admin fee / account holder | $34 | $7,885-99.6% | $6,735-99.5% | $11,409-99.7% |