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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 | $245,243 | $183,988+33.3% | $162,177+51.2% | $152,897+60.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.23% | 150.79%-126.6pp | 115.60%-91.4pp | 345.43%-321.2pp |
| Employer contribution / active EE | $1,320 | $6,370-79.3% | $5,613-76.5% | $4,764-72.3% |
| Participant deferral / active EE | $12,498 | $8,032+55.6% | $7,297+71.3% | $5,851+113.6% |
| Admin fee / account holder | $274 | $13,123-97.9% | $10,843-97.5% | $11,599-97.6% |