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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 | $237,825 | $174,379+36.4% | $152,093+56.4% | $138,895+71.2% |
| Participation rate | 77.8% | 81.6%-3.9pp | 77.8%0pp | 79.9%-2.1pp |
| Annual return | 14.72% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $119 | $4,652-97.4% | $4,175-97.1% | $4,194-97.2% |
| Participant deferral / active EE | $3,974 | $6,159-35.5% | $5,451-27.1% | $6,396-37.9% |
| Admin fee / account holder | $23 | $16,880-99.9% | $14,497-99.8% | $12,562-99.8% |