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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 | $84,234 | $180,459-53.3% | $154,108-45.3% | $135,380-37.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1136.14% | 888.21%+247.9pp | 735.21%+400.9pp | 519.81%+616.3pp |
| Employer contribution / active EE | $1,253 | $6,035-79.2% | $5,298-76.3% | $4,779-73.8% |
| Participant deferral / active EE | $4,251 | $5,806-26.8% | $5,081-16.3% | $5,609-24.2% |
| Admin fee / account holder | $33 | $16,145-99.8% | $13,411-99.8% | $10,828-99.7% |