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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 | $212,522 | $185,883+14.3% | $170,043+25.0% | $139,466+52.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.53% | 60.54%-40.0pp | 53.40%-32.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $799 | $7,596-89.5% | $6,790-88.2% | $4,754-83.2% |
| Participant deferral / active EE | $11,183 | $11,626-3.8% | $10,410+7.4% | $6,712+66.6% |
| Admin fee / account holder | $3 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |