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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 | $119,088 | $110,278+8.0% | $95,740+24.4% | $139,466-14.6% |
| Participation rate | 80.0% | 75.7%+4.3pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 16.88% | 27.19%-10.3pp | 28.41%-11.5pp | 373.66%-356.8pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,942 | $4,674-37.1% | $4,244-30.7% | $6,712-56.2% |
| Admin fee / account holder | $238 | $6,613-96.4% | $5,676-95.8% | $11,409-97.9% |