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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 | $73,815 | $167,533-55.9% | $151,645-51.3% | $134,545-45.1% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.5%+7.5pp | 81.2%+13.8pp |
| Annual return | 13.94% | 7.81%+6.1pp | 3.34%+10.6pp | 418.37%-404.4pp |
| Employer contribution / active EE | $1,374 | $6,828-79.9% | $6,165-77.7% | $4,742-71.0% |
| Participant deferral / active EE | $17,825 | $8,985+98.4% | $8,363+113.1% | $6,401+178.5% |
| Admin fee / account holder | $2 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |