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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 | $91,427 | $93,598-2.3% | $135,974-32.8% | $75,173+21.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.64% | 30.89%-15.2pp | 68.30%-52.7pp | 160.72%-145.1pp |
| Employer contribution / active EE | $735 | $3,538-79.2% | $4,859-84.9% | $2,671-72.5% |
| Participant deferral / active EE | $3,601 | $6,405-43.8% | $7,760-53.6% | $4,126-12.7% |
| Admin fee / account holder | $243 | $6,978-96.5% | $10,767-97.7% | $5,651-95.7% |