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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 | $102,609+54.0% | $98,090+61.1% | $138,895+13.8% |
| Participation rate | 85.7% | 82.8%+2.9pp | 81.5%+4.2pp | 79.9%+5.8pp |
| Annual return | 20.41% | 36.44%-16.0pp | 37.05%-16.6pp | 145.39%-125.0pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,376 | $8,167-21.9% | $7,845-18.7% | $6,396-0.3% |
| Admin fee / account holder | $7 | $11,434-99.9% | $11,815-99.9% | $12,562-99.9% |