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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 | $112,786 | $112,121+0.6% | $95,960+17.5% | $158,966-29.0% |
| Participation rate | 78.3% | 79.0%-0.7pp | 77.1%+1.2pp | 82.0%-3.7pp |
| Annual return | 18.15% | 171.16%-153.0pp | 91.63%-73.5pp | 302.95%-284.8pp |
| Employer contribution / active EE | $602 | $3,199-81.2% | $2,541-76.3% | $4,762-87.4% |
| Participant deferral / active EE | $2,164 | $4,784-54.8% | $4,167-48.1% | $5,983-63.8% |
| Admin fee / account holder | $101 | $10,135-99.0% | $6,797-98.5% | $11,250-99.1% |