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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 | $181,062+25.5% | $158,223+43.6% | $155,188+46.4% |
| Participation rate | 71.4% | 82.7%-11.2pp | 79.2%-7.8pp | 80.8%-9.4pp |
| Annual return | 19.58% | 57.39%-37.8pp | 52.09%-32.5pp | 148.84%-129.3pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,586 | $6,134+121.5% | $5,467+148.5% | $6,531+108.0% |
| Admin fee / account holder | $264 | $18,825-98.6% | $16,047-98.4% | $14,480-98.2% |