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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 | $211,848 | $165,381+28.1% | $149,730+41.5% | $158,966+33.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.62% | 348.29%-335.7pp | 276.70%-264.1pp | 302.95%-290.3pp |
| Employer contribution / active EE | $251 | $5,104-95.1% | $4,645-94.6% | $4,762-94.7% |
| Participant deferral / active EE | $4,375 | $7,182-39.1% | $6,843-36.1% | $5,983-26.9% |
| Admin fee / account holder | $84 | $10,809-99.2% | $9,310-99.1% | $11,250-99.3% |