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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 | $118,532 | $199,109-40.5% | $173,730-31.8% | $154,746-23.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 19.06% | 20.02%-1.0pp | 19.96%-0.9pp | 172.34%-153.3pp |
| Employer contribution / active EE | $583 | $5,311-89.0% | $4,577-87.3% | $4,379-86.7% |
| Participant deferral / active EE | $18,988 | $7,113+167.0% | $6,326+200.1% | $6,730+182.1% |
| Admin fee / account holder | $20 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |