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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 | $193,560 | $183,988+5.2% | $162,177+19.4% | $152,897+26.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.10% | 150.79%-127.7pp | 115.60%-92.5pp | 345.43%-322.3pp |
| Employer contribution / active EE | $1,193 | $6,370-81.3% | $5,613-78.7% | $4,764-75.0% |
| Participant deferral / active EE | $13,340 | $8,032+66.1% | $7,297+82.8% | $5,851+128.0% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |