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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 | $131,455 | $174,379-24.6% | $152,093-13.6% | $138,895-5.4% |
| Participation rate | 84.6% | 81.6%+3.0pp | 77.8%+6.8pp | 79.9%+4.7pp |
| Annual return | 17.43% | 74.86%-57.4pp | 66.36%-48.9pp | 145.39%-128.0pp |
| Employer contribution / active EE | $667 | $4,652-85.7% | $4,175-84.0% | $4,194-84.1% |
| Participant deferral / active EE | $5,670 | $6,159-7.9% | $5,451+4.0% | $6,396-11.4% |
| Admin fee / account holder | $200 | $16,880-98.8% | $14,497-98.6% | $12,562-98.4% |