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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 | $90,969 | $154,228-41.0% | $145,433-37.4% | $137,256-33.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.84% | 74.59%-46.7pp | 66.58%-38.7pp | 220.34%-192.5pp |
| Employer contribution / active EE | $269 | $4,804-94.4% | $4,554-94.1% | $4,156-93.5% |
| Participant deferral / active EE | $6,763 | $8,216-17.7% | $7,897-14.4% | $6,407+5.6% |
| Admin fee / account holder | $112 | $14,344-99.2% | $13,129-99.1% | $12,270-99.1% |