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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 | $90,969 | $196,972-53.8% | $182,262-50.1% | $198,609-54.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 27.84% | 158.27%-130.4pp | 140.60%-112.8pp | 202.70%-174.9pp |
| Employer contribution / active EE | $269 | $5,364-95.0% | $5,046-94.7% | $5,055-94.7% |
| Participant deferral / active EE | $6,763 | $8,643-21.7% | $8,276-18.3% | $6,977-3.1% |
| Admin fee / account holder | $112 | $18,429-99.4% | $16,712-99.3% | $19,030-99.4% |