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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 | $168,558 | $160,070+5.3% | $147,117+14.6% | $145,897+15.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 64.28% | 98.69%-34.4pp | 420.54%-356.3pp | 552.29%-488.0pp |
| Employer contribution / active EE | $878 | $5,285-83.4% | $4,932-82.2% | $4,663-81.2% |
| Participant deferral / active EE | $30,500 | $8,419+262.3% | $8,065+278.2% | $6,689+356.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |