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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 | $89,357 | $154,228-42.1% | $145,433-38.6% | $137,256-34.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.49% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $772 | $4,804-83.9% | $4,554-83.0% | $4,156-81.4% |
| Participant deferral / active EE | $8,525 | $8,216+3.8% | $7,897+8.0% | $6,407+33.1% |
| Admin fee / account holder | $137 | $14,344-99.0% | $13,129-99.0% | $12,270-98.9% |