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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 | $219,784 | $138,075+59.2% | $123,552+77.9% | $135,379+62.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 206.77% | 153.70%+53.1pp | 119.20%+87.6pp | 519.79%-313.0pp |
| Employer contribution / active EE | $475 | $5,152-90.8% | $4,628-89.7% | $4,779-90.1% |
| Participant deferral / active EE | $11,412 | $6,800+67.8% | $6,426+77.6% | $5,609+103.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |