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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 | $70,918 | $165,399-57.1% | $149,745-52.6% | $158,982-55.4% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 17.14% | 348.34%-331.2pp | 276.72%-259.6pp | 302.99%-285.9pp |
| Employer contribution / active EE | $705 | $5,105-86.2% | $4,646-84.8% | $4,763-85.2% |
| Participant deferral / active EE | $9,218 | $7,183+28.3% | $6,843+34.7% | $5,983+54.0% |
| Admin fee / account holder | $70 | $10,811-99.4% | $9,312-99.2% | $11,252-99.4% |