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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 | $32,388 | $154,193-79.0% | $130,045-75.1% | $139,466-76.8% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 15.48% | 32.51%-17.0pp | -137.30%+152.8pp | 373.66%-358.2pp |
| Employer contribution / active EE | $1,075 | $5,292-79.7% | $4,321-75.1% | $4,754-77.4% |
| Participant deferral / active EE | $6,910 | $6,709+3.0% | $5,820+18.7% | $6,712+3.0% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |