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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 | $196,968 | $201,370-2.2% | $184,256+6.9% | $145,897+35.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.17% | 29.05%-14.9pp | 28.85%-14.7pp | 552.29%-538.1pp |
| Employer contribution / active EE | $550 | $7,024-92.2% | $6,427-91.4% | $4,663-88.2% |
| Participant deferral / active EE | $16,052 | $9,808+63.7% | $9,133+75.8% | $6,689+140.0% |
| Admin fee / account holder | $58 | $16,364-99.6% | $13,899-99.6% | $13,390-99.6% |