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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 | $212,604 | $175,257+21.3% | $149,717+42.0% | $139,456+52.5% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 12.18% | 166.70%-154.5pp | 134.41%-122.2pp | 373.45%-361.3pp |
| Employer contribution / active EE | $815 | $5,477-85.1% | $4,820-83.1% | $4,753-82.8% |
| Participant deferral / active EE | $7,431 | $6,521+14.0% | $5,682+30.8% | $6,711+10.7% |
| Admin fee / account holder | $58 | $16,156-99.6% | $13,213-99.6% | $11,407-99.5% |