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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 | $243,507 | $183,539+32.7% | $155,556+56.5% | $145,897+66.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.12% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $882 | $5,315-83.4% | $4,675-81.1% | $4,663-81.1% |
| Participant deferral / active EE | $7,096 | $6,467+9.7% | $5,631+26.0% | $6,689+6.1% |
| Admin fee / account holder | $41 | $19,275-99.8% | $15,885-99.7% | $13,390-99.7% |