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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 | $191,100 | $175,259+9.0% | $149,723+27.6% | $139,487+37.0% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 21.11% | 166.82%-145.7pp | 134.50%-113.4pp | 373.84%-352.7pp |
| Employer contribution / active EE | $513 | $5,478-90.6% | $4,821-89.4% | $4,755-89.2% |
| Participant deferral / active EE | $4,685 | $6,522-28.2% | $5,682-17.6% | $6,713-30.2% |
| Admin fee / account holder | $17 | $16,158-99.9% | $13,215-99.9% | $11,407-99.8% |