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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 | $208,004 | $254,759-18.4% | $216,567-4.0% | $198,609+4.7% |
| Participation rate | 70.0% | 84.5%-14.5pp | 81.6%-11.6pp | 82.4%-12.4pp |
| Annual return | 6.67% | 10.04%-3.4pp | 12.94%-6.3pp | 202.70%-196.0pp |
| Employer contribution / active EE | $500 | $6,096-91.8% | $5,216-90.4% | $5,055-90.1% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |