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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 | $183,516+7.0% | $155,534+26.2% | $145,884+34.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.16% | 61.43%-52.3pp | 64.92%-55.8pp | 551.85%-542.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,012 | $6,467-53.4% | $5,630-46.5% | $6,690-55.0% |
| Admin fee / account holder | $6 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |