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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 | $75,190 | $181,896-58.7% | $156,551-52.0% | $273,972-72.6% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 6.87% | 30.74%-23.9pp | 32.23%-25.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,270 | $6,248-79.7% | $5,501-76.9% | $4,869-73.9% |
| Participant deferral / active EE | $8,865 | $5,550+59.7% | $4,871+82.0% | $5,287+67.7% |
| Admin fee / account holder | $36 | $15,560-99.8% | $13,028-99.7% | $10,133-99.6% |