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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 | $92,734 | $156,398-40.7% | $147,318-37.1% | $138,895-33.2% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 79.9%-1.3pp |
| Annual return | 21.70% | 78.75%-57.1pp | 70.43%-48.7pp | 145.39%-123.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,281 | $8,237+61.2% | $7,906+68.0% | $6,396+107.6% |
| Admin fee / account holder | $95 | $14,976-99.4% | $13,708-99.3% | $12,562-99.2% |