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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 | $117,232 | $153,769-23.8% | $133,975-12.5% | $273,972-57.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 28.13% | 36.51%-8.4pp | 29.29%-1.2pp | 41.46%-13.3pp |
| Employer contribution / active EE | $1,211 | $6,029-79.9% | $5,211-76.8% | $4,869-75.1% |
| Participant deferral / active EE | $6,089 | $6,958-12.5% | $6,282-3.1% | $5,287+15.2% |
| Admin fee / account holder | $13 | $11,765-99.9% | $9,324-99.9% | $10,133-99.9% |