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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 | $209,587 | $165,399+26.7% | $149,745+40.0% | $158,982+31.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.09% | 348.34%-336.2pp | 276.72%-264.6pp | 302.99%-290.9pp |
| Employer contribution / active EE | $657 | $5,105-87.1% | $4,646-85.9% | $4,763-86.2% |
| Participant deferral / active EE | $15,008 | $7,183+108.9% | $6,843+119.3% | $5,983+150.8% |
| Admin fee / account holder | $114 | $10,811-98.9% | $9,312-98.8% | $11,252-99.0% |