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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 | $201,259-2.1% | $184,200+6.9% | $145,959+34.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.17% | 28.98%-14.8pp | 28.80%-14.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $550 | $7,018-92.2% | $6,424-91.4% | $4,661-88.2% |
| Participant deferral / active EE | $16,052 | $9,806+63.7% | $9,132+75.8% | $6,689+140.0% |
| Admin fee / account holder | $58 | $16,372-99.6% | $13,907-99.6% | $13,398-99.6% |