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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 | $179,237 | $81,358+120.3% | $155,556+15.2% | $80,959+121.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.99% | 33.39%-14.4pp | 64.84%-45.9pp | 35.67%-16.7pp |
| Employer contribution / active EE | $356 | $3,106-88.6% | $4,675-92.4% | $2,757-87.1% |
| Participant deferral / active EE | $4,149 | $3,455+20.1% | $5,631-26.3% | $4,300-3.5% |
| Admin fee / account holder | $149 | $7,994-98.1% | $15,885-99.1% | $6,925-97.8% |