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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 | $206,143 | $209,405-1.6% | $178,486+15.5% | $158,931+29.7% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 6.62% | 188.77%-182.1pp | 151.08%-144.5pp | 302.86%-296.2pp |
| Employer contribution / active EE | $17 | $5,707-99.7% | $5,011-99.7% | $4,761-99.7% |
| Participant deferral / active EE | $7,282 | $5,954+22.3% | $5,202+40.0% | $5,982+21.7% |
| Admin fee / account holder | $230 | $17,076-98.7% | $13,985-98.4% | $11,247-98.0% |