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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 | $168,266 | $167,533+0.4% | $151,645+11.0% | $134,545+25.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.10% | 7.81%-22.9pp | 3.34%-18.4pp | 418.37%-433.5pp |
| Employer contribution / active EE | $1,368 | $6,828-80.0% | $6,165-77.8% | $4,742-71.2% |
| Participant deferral / active EE | $10,655 | $8,985+18.6% | $8,363+27.4% | $6,401+66.4% |
| Admin fee / account holder | $181 | $13,781-98.7% | $11,614-98.4% | $11,431-98.4% |