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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 | $132,781 | $201,372-34.1% | $184,260-27.9% | $145,884-9.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 16.45% | 29.04%-12.6pp | 28.84%-12.4pp | 551.85%-535.4pp |
| Employer contribution / active EE | $1,241 | $7,024-82.3% | $6,427-80.7% | $4,662-73.4% |
| Participant deferral / active EE | $12,720 | $9,808+29.7% | $9,133+39.3% | $6,690+90.1% |
| Admin fee / account holder | $45 | $16,362-99.7% | $13,898-99.7% | $13,392-99.7% |