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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 | $115,261 | $76,551+50.6% | $123,894-7.0% | $62,881+83.3% |
| Participation rate | 88.0% | 73.0%+15.0pp | 81.4%+6.6pp | 69.3%+18.7pp |
| Annual return | 11.12% | 18.68%-7.6pp | 47.52%-36.4pp | 20.14%-9.0pp |
| Employer contribution / active EE | $6 | $2,882-99.8% | $4,617-99.9% | $2,281-99.8% |
| Participant deferral / active EE | $5,127 | $4,840+5.9% | $5,984-14.3% | $3,203+60.1% |
| Admin fee / account holder | $13 | $4,826-99.7% | $8,357-99.8% | $4,296-99.7% |