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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 | $153,414 | $162,812-5.8% | $133,971+14.5% | $158,966-3.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 30.95% | 41.94%-11.0pp | 45.09%-14.1pp | 302.95%-272.0pp |
| Employer contribution / active EE | $336 | $4,976-93.2% | $3,919-91.4% | $4,762-92.9% |
| Participant deferral / active EE | $16,566 | $5,910+180.3% | $5,047+228.2% | $5,983+176.9% |
| Admin fee / account holder | $121 | $11,741-99.0% | $8,929-98.6% | $11,250-98.9% |