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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 | $144,367 | $167,522-13.8% | $151,639-4.8% | $134,532+7.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 4.31% | 7.81%-3.5pp | 3.34%+1.0pp | 418.27%-414.0pp |
| Employer contribution / active EE | $1,238 | $6,828-81.9% | $6,165-79.9% | $4,741-73.9% |
| Participant deferral / active EE | $13,159 | $8,986+46.4% | $8,363+57.3% | $6,401+105.6% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |