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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 | $100,970+1.5% | $96,576+6.1% | $137,256-25.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.88% | 38.16%-21.3pp | 38.47%-21.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,797 | $8,286+30.3% | $7,956+35.7% | $6,407+68.5% |
| Admin fee / account holder | $120 | $11,312-98.9% | $11,381-99.0% | $12,270-99.0% |