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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 | $56,844 | $197,637-71.2% | $177,848-68.0% | $158,982-64.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.89% | 58.77%-32.9pp | 48.33%-22.4pp | 302.99%-277.1pp |
| Employer contribution / active EE | $1,377 | $6,698-79.4% | $5,919-76.7% | $4,763-71.1% |
| Participant deferral / active EE | $8,877 | $8,405+5.6% | $7,714+15.1% | $5,983+48.4% |
| Admin fee / account holder | $11 | $15,406-99.9% | $12,431-99.9% | $11,252-99.9% |