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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 | $224,193 | $198,457+13.0% | $170,435+31.5% | $147,586+51.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.33% | 257.30%-240.0pp | 205.94%-188.6pp | 578.59%-561.3pp |
| Employer contribution / active EE | $318 | $6,183-94.9% | $5,432-94.1% | $4,876-93.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |