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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 | $38,315 | $181,896-78.9% | $156,551-75.5% | $273,972-86.0% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 24.51% | 30.74%-6.2pp | 32.23%-7.7pp | 41.46%-16.9pp |
| Employer contribution / active EE | $462 | $6,248-92.6% | $5,501-91.6% | $4,869-90.5% |
| Participant deferral / active EE | $5,941 | $5,550+7.0% | $4,871+22.0% | $5,287+12.4% |
| Admin fee / account holder | $114 | $15,560-99.3% | $13,028-99.1% | $10,133-98.9% |