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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 | $207,555 | $72,027+188.2% | $185,861+11.7% | $79,856+159.9% |
| Participation rate | 96.6% | 65.8%+30.8pp | 78.0%+18.5pp | 69.6%+26.9pp |
| Annual return | 17.12% | 23.13%-6.0pp | 35.96%-18.8pp | 31.71%-14.6pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,354 | $3,780+68.1% | $5,634+12.8% | $3,741+69.9% |
| Admin fee / account holder | $136 | $4,513-97.0% | $9,503-98.6% | $5,306-97.4% |