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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 | $229,777 | $209,888+9.5% | $189,545+21.2% | $167,553+37.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.41% | 748.66%-731.3pp | 555.36%-538.0pp | 478.89%-461.5pp |
| Employer contribution / active EE | $1,440 | $6,915-79.2% | $6,162-76.6% | $4,840-70.2% |
| Participant deferral / active EE | $14,448 | $8,934+61.7% | $8,220+75.8% | $6,343+127.8% |
| Admin fee / account holder | $265 | $14,300-98.2% | $12,049-97.8% | $12,316-97.9% |