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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 | $54,770 | $175,259-68.7% | $149,723-63.4% | $139,487-60.7% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 17.12% | 166.82%-149.7pp | 134.50%-117.4pp | 373.84%-356.7pp |
| Employer contribution / active EE | $700 | $5,478-87.2% | $4,821-85.5% | $4,755-85.3% |
| Participant deferral / active EE | $12,555 | $6,522+92.5% | $5,682+120.9% | $6,713+87.0% |
| Admin fee / account holder | $175 | $16,158-98.9% | $13,215-98.7% | $11,407-98.5% |