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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 | $128,394 | $209,336-38.7% | $197,124-34.9% | $137,256-6.5% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 13.90% | 48.09%-34.2pp | 44.34%-30.4pp | 220.34%-206.4pp |
| Employer contribution / active EE | $934 | $6,591-85.8% | $6,227-85.0% | $4,156-77.5% |
| Participant deferral / active EE | $9,765 | $9,614+1.6% | $9,135+6.9% | $6,407+52.4% |
| Admin fee / account holder | $170 | $17,308-99.0% | $16,298-99.0% | $12,270-98.6% |