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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 | $90,080 | $212,386-57.6% | $199,883-54.9% | $138,895-35.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.70% | 47.75%-31.0pp | 43.81%-27.1pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,002 | $6,625-84.9% | $6,261-84.0% | $4,194-76.1% |
| Participant deferral / active EE | $9,696 | $9,617+0.8% | $9,138+6.1% | $6,396+51.6% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |