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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 | $76,834 | $140,592-45.3% | $123,106-37.6% | $125,388-38.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 4.72% | 16.80%-12.1pp | 13.22%-8.5pp | 282.24%-277.5pp |
| Employer contribution / active EE | $504 | $6,041-91.7% | $5,151-90.2% | $4,866-89.6% |
| Participant deferral / active EE | $13,680 | $6,980+96.0% | $6,229+119.6% | $5,352+155.6% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |