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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 | $103,691 | $87,546+18.4% | $75,784+36.8% | $125,389-17.3% |
| Participation rate | 77.3% | 80.2%-2.9pp | 75.8%+1.5pp | 83.2%-5.9pp |
| Annual return | -1.19% | 13.49%-14.7pp | 9.68%-10.9pp | 282.24%-283.4pp |
| Employer contribution / active EE | $426 | $3,930-89.2% | $3,323-87.2% | $4,866-91.2% |
| Participant deferral / active EE | $3,315 | $4,230-21.6% | $3,652-9.2% | $5,352-38.1% |
| Admin fee / account holder | $50 | $6,503-99.2% | $5,300-99.1% | $9,541-99.5% |