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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 | $78,460 | $201,372-61.0% | $184,260-57.4% | $145,884-46.2% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 15.21% | 29.04%-13.8pp | 28.84%-13.6pp | 551.85%-536.6pp |
| Employer contribution / active EE | $1,137 | $7,024-83.8% | $6,427-82.3% | $4,662-75.6% |
| Participant deferral / active EE | $4,398 | $9,808-55.2% | $9,133-51.8% | $6,690-34.3% |
| Admin fee / account holder | $264 | $16,362-98.4% | $13,898-98.1% | $13,392-98.0% |