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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 | $126,573 | $165,399-23.5% | $149,745-15.5% | $158,982-20.4% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 8.35% | 348.34%-340.0pp | 276.72%-268.4pp | 302.99%-294.6pp |
| Employer contribution / active EE | $593 | $5,105-88.4% | $4,646-87.2% | $4,763-87.5% |
| Participant deferral / active EE | $3,490 | $7,183-51.4% | $6,843-49.0% | $5,983-41.7% |
| Admin fee / account holder | $4 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |