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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 | $159,679 | $201,344-20.7% | $184,243-13.3% | $145,877+9.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 49.67% | 29.01%+20.7pp | 28.82%+20.9pp | 551.28%-501.6pp |
| Employer contribution / active EE | $549 | $7,022-92.2% | $6,427-91.5% | $4,663-88.2% |
| Participant deferral / active EE | $15,250 | $9,807+55.5% | $9,132+67.0% | $6,691+127.9% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |