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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 | $109,605 | $217,432-49.6% | $185,849-41.0% | $167,536-34.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.71% | 148.42%-131.7pp | 122.10%-105.4pp | 478.82%-462.1pp |
| Employer contribution / active EE | $701 | $5,875-88.1% | $5,169-86.4% | $4,839-85.5% |
| Participant deferral / active EE | $10,400 | $6,357+63.6% | $5,569+86.8% | $6,342+64.0% |
| Admin fee / account holder | $45 | $19,818-99.8% | $16,244-99.7% | $12,315-99.6% |