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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 | $152,838 | $209,422-27.0% | $178,503-14.4% | $158,982-3.9% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 20.95% | 188.81%-167.9pp | 151.12%-130.2pp | 302.99%-282.0pp |
| Employer contribution / active EE | $615 | $5,707-89.2% | $5,011-87.7% | $4,763-87.1% |
| Participant deferral / active EE | $5,653 | $5,955-5.1% | $5,202+8.7% | $5,983-5.5% |
| Admin fee / account holder | $9 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |