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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 | $74,442 | $72,273+3.0% | $101,275-26.5% | $79,856-6.8% |
| Participation rate | 85.3% | 68.5%+16.8pp | 75.8%+9.5pp | 69.6%+15.7pp |
| Annual return | 16.41% | 22.30%-5.9pp | 46.48%-30.1pp | 31.71%-15.3pp |
| Employer contribution / active EE | $517 | $2,691-80.8% | $3,660-85.9% | $2,471-79.1% |
| Participant deferral / active EE | $7,053 | $3,282+114.9% | $4,371+61.4% | $3,741+88.6% |
| Admin fee / account holder | $177 | $4,401-96.0% | $5,948-97.0% | $5,306-96.7% |