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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 | $143,046 | $165,381-13.5% | $149,730-4.5% | $158,966-10.0% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 12.43% | 348.29%-335.9pp | 276.70%-264.3pp | 302.95%-290.5pp |
| Employer contribution / active EE | $511 | $5,104-90.0% | $4,645-89.0% | $4,762-89.3% |
| Participant deferral / active EE | $11,586 | $7,182+61.3% | $6,843+69.3% | $5,983+93.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |