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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 | $205,880 | $227,399-9.5% | $189,758+8.5% | $198,609+3.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.08% | 61.03%-51.9pp | 52.62%-43.5pp | 202.70%-193.6pp |
| Employer contribution / active EE | $491 | $5,526-91.1% | $4,767-89.7% | $5,055-90.3% |
| Participant deferral / active EE | $14,420 | $6,837+110.9% | $5,856+146.2% | $6,977+106.7% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |