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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 | $88,219 | $181,896-51.5% | $156,551-43.6% | $273,972-67.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 7.73% | 30.74%-23.0pp | 32.23%-24.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $682 | $6,248-89.1% | $5,501-87.6% | $4,869-86.0% |
| Participant deferral / active EE | $3,814 | $5,550-31.3% | $4,871-21.7% | $5,287-27.9% |
| Admin fee / account holder | $26 | $15,560-99.8% | $13,028-99.8% | $10,133-99.7% |