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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 | $167,762 | $165,361+1.5% | $149,715+12.1% | $158,950+5.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.62% | 348.24%-317.6pp | 276.66%-246.0pp | 302.91%-272.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,399 | $7,182+44.8% | $6,842+52.0% | $5,983+73.8% |
| Admin fee / account holder | $60 | $10,808-99.4% | $9,310-99.4% | $11,248-99.5% |