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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 | $196,321 | $183,627+6.9% | $155,602+26.2% | $145,978+34.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.16% | 61.32%-52.2pp | 64.81%-55.7pp | 550.52%-541.4pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,012 | $6,466-53.4% | $5,629-46.5% | $6,690-55.0% |
| Admin fee / account holder | $6 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |