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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 | $80,438 | $175,257-54.1% | $149,717-46.3% | $139,456-42.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.98% | 166.70%-149.7pp | 134.41%-117.4pp | 373.45%-356.5pp |
| Employer contribution / active EE | $837 | $5,477-84.7% | $4,820-82.6% | $4,753-82.4% |
| Participant deferral / active EE | $8,028 | $6,521+23.1% | $5,682+41.3% | $6,711+19.6% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |