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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 | $227,175 | $174,379+30.3% | $152,093+49.4% | $138,895+63.6% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 19.58% | 74.86%-55.3pp | 66.36%-46.8pp | 145.39%-125.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,586 | $6,159+120.6% | $5,451+149.2% | $6,396+112.4% |
| Admin fee / account holder | $264 | $16,880-98.4% | $14,497-98.2% | $12,562-97.9% |