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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 | $192,446 | $172,111+11.8% | $150,298+28.0% | $137,256+40.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.10% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | -$6,236 | $4,636-234.5% | $4,154-250.1% | $4,156-250.0% |
| Participant deferral / active EE | $32,305 | $6,166+423.9% | $5,453+492.5% | $6,407+404.2% |
| Admin fee / account holder | $18 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |