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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 | $128,498 | $110,240+16.6% | $96,544+33.1% | $139,487-7.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.61% | 26.41%-9.8pp | 25.88%-9.3pp | 373.84%-357.2pp |
| Employer contribution / active EE | $102 | $3,622-97.2% | $2,966-96.6% | $4,755-97.9% |
| Participant deferral / active EE | $11,268 | $5,549+103.1% | $4,851+132.3% | $6,713+67.9% |
| Admin fee / account holder | $265 | $11,602-97.7% | $8,254-96.8% | $11,407-97.7% |