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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 | $131,655 | $254,759-48.3% | $216,567-39.2% | $198,609-33.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 20.97% | 10.04%+10.9pp | 12.94%+8.0pp | 202.70%-181.7pp |
| Employer contribution / active EE | $1,335 | $6,096-78.1% | $5,216-74.4% | $5,055-73.6% |
| Participant deferral / active EE | $15,335 | $6,948+120.7% | $6,191+147.7% | $6,977+119.8% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |