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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 | $210,943 | $228,395-7.6% | $185,861+13.5% | $158,982+32.7% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.7pp |
| Annual return | 21.73% | 40.82%-19.1pp | 35.96%-14.2pp | 302.99%-281.3pp |
| Employer contribution / active EE | $330 | $4,968-93.4% | $4,088-91.9% | $4,763-93.1% |
| Participant deferral / active EE | $3,012 | $6,417-53.1% | $5,634-46.5% | $5,983-49.7% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |