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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 | $201,344-10.1% | $184,243-1.7% | $145,877+24.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.47% | 29.01%-7.5pp | 28.82%-7.3pp | 551.28%-529.8pp |
| Employer contribution / active EE | $222 | $7,022-96.8% | $6,427-96.5% | $4,663-95.2% |
| Participant deferral / active EE | $23,400 | $9,807+138.6% | $9,132+156.2% | $6,691+249.7% |
| Admin fee / account holder | $156 | $16,382-99.0% | $13,914-98.9% | $13,402-98.8% |