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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 | $234,973 | $185,830+26.4% | $170,004+38.2% | $139,427+68.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 41.49% | 60.52%-19.0pp | 53.39%-11.9pp | 373.27%-331.8pp |
| Employer contribution / active EE | $0 | $7,591-100.0% | $6,786-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $30,000 | $11,622+158.1% | $10,408+188.2% | $6,711+347.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,816-100.0% | $11,404-100.0% |