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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 | $207,415 | $168,636+23.0% | $147,618+40.5% | $125,388+65.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 5.17% | 77.65%-72.5pp | 61.98%-56.8pp | 282.24%-277.1pp |
| Employer contribution / active EE | $1,201 | $6,252-80.8% | $5,565-78.4% | $4,866-75.3% |
| Participant deferral / active EE | $5,404 | $5,507-1.9% | $4,895+10.4% | $5,352+1.0% |
| Admin fee / account holder | $7 | $13,580-100.0% | $11,612-99.9% | $9,541-99.9% |