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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 | $111,873 | $199,109-43.8% | $173,730-35.6% | $154,746-27.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.26% | 20.02%-3.8pp | 19.96%-3.7pp | 172.34%-156.1pp |
| Employer contribution / active EE | $688 | $5,311-87.0% | $4,577-85.0% | $4,379-84.3% |
| Participant deferral / active EE | $2,753 | $7,113-61.3% | $6,326-56.5% | $6,730-59.1% |
| Admin fee / account holder | $20 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |