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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 | $181,088 | $201,372-10.1% | $184,260-1.7% | $145,884+24.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.47% | 29.04%-7.6pp | 28.84%-7.4pp | 551.85%-530.4pp |
| Employer contribution / active EE | $222 | $7,024-96.8% | $6,427-96.5% | $4,662-95.2% |
| Participant deferral / active EE | $23,400 | $9,808+138.6% | $9,133+156.2% | $6,690+249.8% |
| Admin fee / account holder | $156 | $16,362-99.0% | $13,898-98.9% | $13,392-98.8% |