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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 | $188,002 | $87,546+114.7% | $75,784+148.1% | $125,389+49.9% |
| Participation rate | 92.9% | 80.2%+12.7pp | 75.8%+17.0pp | 83.2%+9.7pp |
| Annual return | -1.37% | 13.49%-14.9pp | 9.68%-11.1pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,021 | $4,230+89.6% | $3,652+119.7% | $5,352+49.9% |
| Admin fee / account holder | $64 | $6,503-99.0% | $5,300-98.8% | $9,541-99.3% |