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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 | $238,173 | $201,344+18.3% | $184,243+29.3% | $145,877+63.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.91% | 29.01%-8.1pp | 28.82%-7.9pp | 551.28%-530.4pp |
| Employer contribution / active EE | $840 | $7,022-88.0% | $6,427-86.9% | $4,663-82.0% |
| Participant deferral / active EE | $5,911 | $9,807-39.7% | $9,132-35.3% | $6,691-11.7% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |