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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 | $28,745 | $184,014-84.4% | $161,149-82.2% | $138,895-79.3% |
| Participation rate | 86.4% | 82.1%+4.3pp | 78.8%+7.5pp | 79.9%+6.4pp |
| Annual return | 22.94% | 21.52%+1.4pp | 21.16%+1.8pp | 145.39%-122.5pp |
| Employer contribution / active EE | $873 | $5,055-82.7% | $4,360-80.0% | $4,194-79.2% |
| Participant deferral / active EE | $5,404 | $6,909-21.8% | $6,153-12.2% | $6,396-15.5% |
| Admin fee / account holder | $19 | $18,027-99.9% | $15,194-99.9% | $12,562-99.9% |