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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 | $182,469 | $150,412+21.3% | $120,574+51.3% | $145,884+25.1% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 26.74% | 154.50%-127.8pp | 107.42%-80.7pp | 551.85%-525.1pp |
| Employer contribution / active EE | $600 | $4,355-86.2% | $3,471-82.7% | $4,662-87.1% |
| Participant deferral / active EE | $10,000 | $6,175+61.9% | $4,996+100.2% | $6,690+49.5% |
| Admin fee / account holder | $20 | $12,224-99.8% | $9,445-99.8% | $13,392-99.9% |