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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 | $102,463 | $97,289+5.3% | $92,805+10.4% | $155,188-34.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 16.88% | 29.03%-12.2pp | 31.59%-14.7pp | 148.84%-132.0pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,797 | $8,795+22.8% | $8,448+27.8% | $6,531+65.3% |
| Admin fee / account holder | $120 | $12,015-99.0% | $10,911-98.9% | $14,480-99.2% |