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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 | $160,203 | $202,342-20.8% | $172,752-7.3% | $152,897+4.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.63% | 1029.83%-1012.2pp | 802.97%-785.3pp | 345.43%-327.8pp |
| Employer contribution / active EE | $597 | $5,858-89.8% | $5,144-88.4% | $4,764-87.5% |
| Participant deferral / active EE | $5,740 | $5,948-3.5% | $5,198+10.4% | $5,851-1.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |