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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 | $221,339 | $165,381+33.8% | $149,730+47.8% | $158,966+39.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.89% | 348.29%-330.4pp | 276.70%-258.8pp | 302.95%-285.1pp |
| Employer contribution / active EE | $865 | $5,104-83.0% | $4,645-81.4% | $4,762-81.8% |
| Participant deferral / active EE | $3,250 | $7,182-54.7% | $6,843-52.5% | $5,983-45.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |