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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 | $153,666 | $103,392+48.6% | $87,104+76.4% | $152,897+0.5% |
| Participation rate | 90.5% | 79.4%+11.1pp | 76.9%+13.6pp | 82.5%+8.0pp |
| Annual return | 16.16% | 28.10%-11.9pp | 28.19%-12.0pp | 345.43%-329.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,035 | $4,778-57.4% | $4,048-49.7% | $5,851-65.2% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |