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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 | $140,666 | $198,462-29.1% | $170,439-17.5% | $147,585-4.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.96% | 257.30%-241.3pp | 205.94%-190.0pp | 578.58%-562.6pp |
| Employer contribution / active EE | $1,304 | $6,184-78.9% | $5,433-76.0% | $4,876-73.3% |
| Participant deferral / active EE | $4,883 | $5,629-13.3% | $4,939-1.1% | $5,439-10.2% |
| Admin fee / account holder | $143 | $16,852-99.2% | $13,881-99.0% | $10,886-98.7% |