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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 | $166,367 | $198,457-16.2% | $170,435-2.4% | $147,586+12.7% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 18.19% | 257.30%-239.1pp | 205.94%-187.7pp | 578.59%-560.4pp |
| Employer contribution / active EE | $1,145 | $6,183-81.5% | $5,432-78.9% | $4,876-76.5% |
| Participant deferral / active EE | $3,484 | $5,629-38.1% | $4,939-29.5% | $5,439-35.9% |
| Admin fee / account holder | $15 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |