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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 | $181,862 | $136,860+32.9% | $120,344+51.1% | $154,746+17.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 19.86% | 21.38%-1.5pp | 20.30%-0.4pp | 172.34%-152.5pp |
| Employer contribution / active EE | $768 | $3,533-78.3% | $3,020-74.6% | $4,379-82.5% |
| Participant deferral / active EE | $18,053 | $5,793+211.6% | $5,135+251.6% | $6,730+168.2% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |