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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 | $104,925 | $180,459-41.9% | $154,108-31.9% | $135,380-22.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | 4.60% | 888.21%-883.6pp | 735.21%-730.6pp | 519.81%-515.2pp |
| Employer contribution / active EE | $957 | $6,035-84.1% | $5,298-81.9% | $4,779-80.0% |
| Participant deferral / active EE | $8,167 | $5,806+40.7% | $5,081+60.7% | $5,609+45.6% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |