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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 | $37,256 | $181,896-79.5% | $156,551-76.2% | $273,972-86.4% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 5.97% | 30.74%-24.8pp | 32.23%-26.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,209 | $6,248-80.7% | $5,501-78.0% | $4,869-75.2% |
| Participant deferral / active EE | $6,029 | $5,550+8.6% | $4,871+23.8% | $5,287+14.0% |
| Admin fee / account holder | $163 | $15,560-99.0% | $13,028-98.7% | $10,133-98.4% |