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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 | $205,395 | $154,228+33.2% | $145,433+41.2% | $137,256+49.6% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 23.88% | 74.59%-50.7pp | 66.58%-42.7pp | 220.34%-196.5pp |
| Employer contribution / active EE | $835 | $4,804-82.6% | $4,554-81.7% | $4,156-79.9% |
| Participant deferral / active EE | $7,466 | $8,216-9.1% | $7,897-5.5% | $6,407+16.5% |
| Admin fee / account holder | $3 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |