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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 | $91,586 | $79,955+14.5% | $98,461-7.0% | $75,173+21.8% |
| Participation rate | 98.0% | 70.4%+27.6pp | 75.2%+22.8pp | 67.2%+30.8pp |
| Annual return | 23.08% | 19.75%+3.3pp | 21.17%+1.9pp | 160.72%-137.6pp |
| Employer contribution / active EE | $513 | $2,264-77.3% | $3,049-83.2% | $2,671-80.8% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $235 | $6,841-96.6% | $8,961-97.4% | $5,651-95.8% |