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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 | $129,353 | $202,342-36.1% | $172,752-25.1% | $152,897-15.4% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.5%+10.9pp |
| Annual return | 22.32% | 1029.83%-1007.5pp | 802.97%-780.6pp | 345.43%-323.1pp |
| Employer contribution / active EE | $414 | $5,858-92.9% | $5,144-91.9% | $4,764-91.3% |
| Participant deferral / active EE | $5,266 | $5,948-11.5% | $5,198+1.3% | $5,851-10.0% |
| Admin fee / account holder | $130 | $17,111-99.2% | $13,955-99.1% | $11,599-98.9% |