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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 | $101,157 | $209,888-51.8% | $189,545-46.6% | $167,553-39.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 28.18% | 748.66%-720.5pp | 555.36%-527.2pp | 478.89%-450.7pp |
| Employer contribution / active EE | $563 | $6,915-91.9% | $6,162-90.9% | $4,840-88.4% |
| Participant deferral / active EE | $7,013 | $8,934-21.5% | $8,220-14.7% | $6,343+10.6% |
| Admin fee / account holder | $5 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |