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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 | $160,289 | $86,701+84.9% | $73,309+118.6% | $125,388+27.8% |
| Participation rate | 93.3% | 78.6%+14.7pp | 74.9%+18.4pp | 83.2%+10.1pp |
| Annual return | -3.45% | 2.78%-6.2pp | 5.67%-9.1pp | 282.24%-285.7pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,855 | $5,549+5.5% | $4,991+17.3% | $5,352+9.4% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |