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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 | $142,036 | $111,535+27.3% | $105,223+35.0% | $137,256+3.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 13.39% | 237.85%-224.5pp | 180.65%-167.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $222 | $3,939-94.4% | $3,689-94.0% | $4,156-94.7% |
| Participant deferral / active EE | $10,007 | $5,500+82.0% | $5,072+97.3% | $6,407+56.2% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |