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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 | $141,803 | $171,492-17.3% | $150,734-5.9% | $198,609-28.6% |
| Participation rate | 88.9% | 81.4%+7.5pp | 78.4%+10.4pp | 82.4%+6.5pp |
| Annual return | 8.07% | 804.70%-796.6pp | 600.81%-592.7pp | 202.70%-194.6pp |
| Employer contribution / active EE | $1,111 | $5,470-79.7% | $4,918-77.4% | $5,055-78.0% |
| Participant deferral / active EE | $2,668 | $6,259-57.4% | $5,610-52.4% | $6,977-61.8% |
| Admin fee / account holder | $289 | $17,628-98.4% | $14,905-98.1% | $19,030-98.5% |