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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 | $43,004 | $153,769-72.0% | $133,975-67.9% | $273,972-84.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.71% | 36.51%-22.8pp | 29.29%-15.6pp | 41.46%-27.7pp |
| Employer contribution / active EE | $717 | $6,029-88.1% | $5,211-86.2% | $4,869-85.3% |
| Participant deferral / active EE | $9,750 | $6,958+40.1% | $6,282+55.2% | $5,287+84.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |