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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 | $30,787 | $180,462-82.9% | $154,111-80.0% | $135,379-77.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 24.90% | 888.17%-863.3pp | 735.18%-710.3pp | 519.79%-494.9pp |
| Employer contribution / active EE | $953 | $6,036-84.2% | $5,298-82.0% | $4,779-80.1% |
| Participant deferral / active EE | $6,056 | $5,806+4.3% | $5,081+19.2% | $5,609+8.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |