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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 | $204,389 | $149,778+36.5% | $118,946+71.8% | $158,950+28.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 16.14% | 19.95%-3.8pp | 35.89%-19.7pp | 302.91%-286.8pp |
| Employer contribution / active EE | $765 | $4,117-81.4% | $3,263-76.6% | $4,762-83.9% |
| Participant deferral / active EE | $9,500 | $5,225+81.8% | $4,266+122.7% | $5,983+58.8% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,248-100.0% |