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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 | $219,627 | $217,427+1.0% | $185,837+18.2% | $167,518+31.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.88% | 148.39%-133.5pp | 122.08%-107.2pp | 478.71%-463.8pp |
| Employer contribution / active EE | $910 | $5,874-84.5% | $5,168-82.4% | $4,838-81.2% |
| Participant deferral / active EE | $22,750 | $6,357+257.9% | $5,568+308.5% | $6,342+258.7% |
| Admin fee / account holder | $20 | $19,816-99.9% | $16,241-99.9% | $12,312-99.8% |