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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 | $86,488 | $171,867-49.7% | $149,721-42.2% | $147,586-41.4% |
| Participation rate | 91.3% | 88.2%+3.1pp | 87.1%+4.2pp | 82.8%+8.5pp |
| Annual return | 15.39% | 2113.36%-2098.0pp | 1501.67%-1486.3pp | 578.59%-563.2pp |
| Employer contribution / active EE | $488 | $6,275-92.2% | $5,444-91.0% | $4,876-90.0% |
| Participant deferral / active EE | $6,166 | $7,270-15.2% | $6,568-6.1% | $5,439+13.4% |
| Admin fee / account holder | $71 | $13,799-99.5% | $11,282-99.4% | $10,886-99.4% |