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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 | $86,957 | $209,847-58.6% | $189,520-54.1% | $167,518-48.1% |
| Participation rate | 95.0% | 88.7%+6.3pp | 87.8%+7.2pp | 82.1%+12.9pp |
| Annual return | 12.08% | 748.45%-736.4pp | 555.25%-543.2pp | 478.71%-466.6pp |
| Employer contribution / active EE | $245 | $6,913-96.5% | $6,161-96.0% | $4,838-94.9% |
| Participant deferral / active EE | $13,672 | $8,934+53.0% | $8,220+66.3% | $6,342+115.6% |
| Admin fee / account holder | $69 | $14,295-99.5% | $12,046-99.4% | $12,312-99.4% |