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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 | $233,237 | $183,516+27.1% | $155,534+50.0% | $145,884+59.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.86% | 61.43%-51.6pp | 64.92%-55.1pp | 551.85%-542.0pp |
| Employer contribution / active EE | $1,002 | $5,315-81.2% | $4,675-78.6% | $4,662-78.5% |
| Participant deferral / active EE | $15,333 | $6,467+137.1% | $5,630+172.3% | $6,690+129.2% |
| Admin fee / account holder | $24 | $19,293-99.9% | $15,900-99.9% | $13,392-99.8% |