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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 | $174,379+10.4% | $152,093+26.5% | $138,895+38.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.10% | 74.86%-54.8pp | 66.36%-46.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | -$6,236 | $4,652-234.1% | $4,175-249.4% | $4,194-248.7% |
| Participant deferral / active EE | $32,305 | $6,159+424.5% | $5,451+492.6% | $6,396+405.1% |
| Admin fee / account holder | $18 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |