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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 | $16,658 | $154,228-89.2% | $145,433-88.5% | $137,256-87.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 21.68% | 74.59%-52.9pp | 66.58%-44.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $742 | $4,804-84.6% | $4,554-83.7% | $4,156-82.2% |
| Participant deferral / active EE | $2,983 | $8,216-63.7% | $7,897-62.2% | $6,407-53.4% |
| Admin fee / account holder | $131 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |