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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 | $121,602 | $87,544+38.9% | $75,784+60.5% | $125,388-3.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.17% | 13.49%-16.7pp | 9.68%-12.9pp | 282.24%-285.4pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,321 | $4,229+73.1% | $3,652+100.5% | $5,352+36.8% |
| Admin fee / account holder | $96 | $6,502-98.5% | $5,300-98.2% | $9,541-99.0% |