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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 | $52,411 | $175,259-70.1% | $149,723-65.0% | $139,487-62.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.24% | 166.82%-153.6pp | 134.50%-121.3pp | 373.84%-360.6pp |
| Employer contribution / active EE | $798 | $5,478-85.4% | $4,821-83.4% | $4,755-83.2% |
| Participant deferral / active EE | $12,000 | $6,522+84.0% | $5,682+111.2% | $6,713+78.8% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |