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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 | $201,710 | $160,028+26.0% | $147,080+37.1% | $145,884+38.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 50.37% | 98.60%-48.2pp | 420.17%-369.8pp | 551.85%-501.5pp |
| Employer contribution / active EE | $357 | $5,286-93.2% | $4,933-92.8% | $4,662-92.3% |
| Participant deferral / active EE | $15,250 | $8,422+81.1% | $8,066+89.1% | $6,690+128.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |