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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 | $32,875 | $202,342-83.8% | $172,752-81.0% | $152,897-78.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.15% | 1029.83%-1012.7pp | 802.97%-785.8pp | 345.43%-328.3pp |
| Employer contribution / active EE | $510 | $5,858-91.3% | $5,144-90.1% | $4,764-89.3% |
| Participant deferral / active EE | $10,040 | $5,948+68.8% | $5,198+93.2% | $5,851+71.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |