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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 | $145,801 | $144,130+1.2% | $117,861+23.7% | $147,586-1.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.26% | 531.20%-518.9pp | 335.11%-322.8pp | 578.59%-566.3pp |
| Employer contribution / active EE | $244 | $4,897-95.0% | $3,786-93.6% | $4,876-95.0% |
| Participant deferral / active EE | $16,000 | $5,316+201.0% | $4,482+257.0% | $5,439+194.2% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |