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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 | $230,793 | $168,635+36.9% | $147,617+56.3% | $125,389+84.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 11.07% | 77.65%-66.6pp | 61.98%-50.9pp | 282.24%-271.2pp |
| Employer contribution / active EE | $1,144 | $6,252-81.7% | $5,564-79.4% | $4,866-76.5% |
| Participant deferral / active EE | $16,912 | $5,507+207.1% | $4,895+245.5% | $5,352+216.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |