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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 | $101,779 | $167,522-39.2% | $151,639-32.9% | $134,532-24.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -4.54% | 7.81%-12.4pp | 3.34%-7.9pp | 418.27%-422.8pp |
| Employer contribution / active EE | $1,000 | $6,828-85.4% | $6,165-83.8% | $4,741-78.9% |
| Participant deferral / active EE | $13,500 | $8,986+50.2% | $8,363+61.4% | $6,401+110.9% |
| Admin fee / account holder | $131 | $13,780-99.1% | $11,613-98.9% | $11,429-98.9% |