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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 | $75,679 | $154,228-50.9% | $145,433-48.0% | $137,256-44.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.67% | 74.59%-52.9pp | 66.58%-44.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $680 | $4,804-85.8% | $4,554-85.1% | $4,156-83.6% |
| Participant deferral / active EE | $3,700 | $8,216-55.0% | $7,897-53.1% | $6,407-42.2% |
| Admin fee / account holder | $162 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |