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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 | $184,687 | $126,661+45.8% | $113,397+62.9% | $138,895+33.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 21.99% | 25.05%-3.1pp | 23.20%-1.2pp | 145.39%-123.4pp |
| Employer contribution / active EE | $833 | $3,456-75.9% | $2,977-72.0% | $4,194-80.1% |
| Participant deferral / active EE | $6,035 | $5,693+6.0% | $5,076+18.9% | $6,396-5.6% |
| Admin fee / account holder | $191 | $14,549-98.7% | $11,957-98.4% | $12,562-98.5% |