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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 | $109,585 | $209,425-47.7% | $178,499-38.6% | $158,966-31.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.70% | 188.80%-181.1pp | 151.10%-143.4pp | 302.95%-295.3pp |
| Employer contribution / active EE | $861 | $5,707-84.9% | $5,011-82.8% | $4,762-81.9% |
| Participant deferral / active EE | $7,388 | $5,955+24.1% | $5,202+42.0% | $5,983+23.5% |
| Admin fee / account holder | $58 | $17,078-99.7% | $13,986-99.6% | $11,250-99.5% |