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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 | $211,997 | $166,020+27.7% | $164,866+28.6% | $145,959+45.2% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 16.25% | 100.08%-83.8pp | 69.97%-53.7pp | 561.95%-545.7pp |
| Employer contribution / active EE | $989 | $5,275-81.3% | $4,343-77.2% | $4,661-78.8% |
| Participant deferral / active EE | $14,141 | $6,961+103.2% | $6,033+134.4% | $6,689+111.4% |
| Admin fee / account holder | $11 | $16,644-99.9% | $12,689-99.9% | $13,398-99.9% |