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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 | $192,259 | $176,120+9.2% | $159,487+20.5% | $167,553+14.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.81% | 331.95%-305.1pp | 263.71%-236.9pp | 478.89%-452.1pp |
| Employer contribution / active EE | $719 | $5,299-86.4% | $4,831-85.1% | $4,840-85.1% |
| Participant deferral / active EE | $8,938 | $7,752+15.3% | $7,354+21.5% | $6,343+40.9% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |