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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 | $83,998 | $165,399-49.2% | $149,745-43.9% | $158,982-47.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.01% | 348.34%-336.3pp | 276.72%-264.7pp | 302.99%-291.0pp |
| Employer contribution / active EE | $878 | $5,105-82.8% | $4,646-81.1% | $4,763-81.6% |
| Participant deferral / active EE | $4,470 | $7,183-37.8% | $6,843-34.7% | $5,983-25.3% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |