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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 | $162,136+26.7% | $152,301+34.9% | $154,746+32.7% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 23.88% | 91.02%-67.1pp | 80.50%-56.6pp | 172.34%-148.5pp |
| Employer contribution / active EE | $835 | $4,890-82.9% | $4,624-82.0% | $4,379-80.9% |
| Participant deferral / active EE | $7,466 | $8,341-10.5% | $8,004-6.7% | $6,730+10.9% |
| Admin fee / account holder | $3 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |