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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 | $186,037 | $176,077+5.7% | $159,455+16.7% | $167,518+11.1% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 14.14% | 331.83%-317.7pp | 263.63%-249.5pp | 478.71%-464.6pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,703 | $7,751+12.3% | $7,353+18.4% | $6,342+37.2% |
| Admin fee / account holder | $16 | $12,556-99.9% | $10,800-99.9% | $12,312-99.9% |