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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 | $135,740 | $118,467+14.6% | $98,450+37.9% | $139,456-2.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 68.27% | 18.95%+49.3pp | 21.16%+47.1pp | 373.45%-305.2pp |
| Employer contribution / active EE | $450 | $3,611-87.5% | $3,049-85.2% | $4,753-90.5% |
| Participant deferral / active EE | $3,200 | $5,393-40.7% | $4,739-32.5% | $6,711-52.3% |
| Admin fee / account holder | $17 | $14,057-99.9% | $8,961-99.8% | $11,407-99.9% |