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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 | $196,159 | $183,516+6.9% | $155,534+26.1% | $145,884+34.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.28% | 61.43%-44.1pp | 64.92%-47.6pp | 551.85%-534.6pp |
| Employer contribution / active EE | $556 | $5,315-89.5% | $4,675-88.1% | $4,662-88.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $194 | $19,293-99.0% | $15,900-98.8% | $13,392-98.5% |