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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 | $104,503 | $176,105-40.7% | $159,474-34.5% | $167,536-37.6% |
| Participation rate | 92.3% | 85.0%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 23.86% | 331.91%-308.0pp | 263.68%-239.8pp | 478.82%-455.0pp |
| Employer contribution / active EE | $577 | $5,299-89.1% | $4,831-88.1% | $4,839-88.1% |
| Participant deferral / active EE | $15,200 | $7,751+96.1% | $7,353+106.7% | $6,342+139.7% |
| Admin fee / account holder | $281 | $12,559-97.8% | $10,802-97.4% | $12,315-97.7% |