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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 | $155,806 | $135,905+14.6% | $126,068+23.6% | $198,609-21.6% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 19.37% | 14.07%+5.3pp | 15.01%+4.4pp | 202.70%-183.3pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,262 | $8,523+8.7% | $8,214+12.8% | $6,977+32.8% |
| Admin fee / account holder | $222 | $21,036-98.9% | $18,264-98.8% | $19,030-98.8% |