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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 | $122,083 | $183,988-33.6% | $162,177-24.7% | $152,897-20.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.37% | 150.79%-126.4pp | 115.60%-91.2pp | 345.43%-321.1pp |
| Employer contribution / active EE | $936 | $6,370-85.3% | $5,613-83.3% | $4,764-80.4% |
| Participant deferral / active EE | $16,667 | $8,032+107.5% | $7,297+128.4% | $5,851+184.8% |
| Admin fee / account holder | $15 | $13,123-99.9% | $10,843-99.9% | $11,599-99.9% |