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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 | $221,697 | $181,896+21.9% | $156,551+41.6% | $273,972-19.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.45% | 30.74%-23.3pp | 32.23%-24.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $408 | $6,248-93.5% | $5,501-92.6% | $4,869-91.6% |
| Participant deferral / active EE | $10,340 | $5,550+86.3% | $4,871+112.3% | $5,287+95.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |