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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 | $158,027 | $97,289+62.4% | $92,805+70.3% | $155,188+1.8% |
| Participation rate | 85.7% | 84.2%+1.5pp | 83.5%+2.2pp | 80.8%+4.9pp |
| Annual return | 20.41% | 29.03%-8.6pp | 31.59%-11.2pp | 148.84%-128.4pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,376 | $8,795-27.5% | $8,448-24.5% | $6,531-2.4% |
| Admin fee / account holder | $7 | $12,015-99.9% | $10,911-99.9% | $14,480-100.0% |