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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 | $67,623 | $209,336-67.7% | $197,124-65.7% | $137,256-50.7% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 16.95% | 48.09%-31.1pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,165 | $6,591-82.3% | $6,227-81.3% | $4,156-72.0% |
| Participant deferral / active EE | $4,876 | $9,614-49.3% | $9,135-46.6% | $6,407-23.9% |
| Admin fee / account holder | $91 | $17,308-99.5% | $16,298-99.4% | $12,270-99.3% |