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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 | $243,198 | $175,231+38.8% | $149,696+62.5% | $139,466+74.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 56.74% | 166.77%-110.0pp | 134.46%-77.7pp | 373.66%-316.9pp |
| Employer contribution / active EE | $971 | $5,478-82.3% | $4,821-79.9% | $4,754-79.6% |
| Participant deferral / active EE | $9,668 | $6,521+48.3% | $5,682+70.2% | $6,712+44.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |