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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 | $149,546 | $180,459-17.1% | $154,108-3.0% | $135,380+10.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 9.69% | 888.21%-878.5pp | 735.21%-725.5pp | 519.81%-510.1pp |
| Employer contribution / active EE | $1,013 | $6,035-83.2% | $5,298-80.9% | $4,779-78.8% |
| Participant deferral / active EE | $7,000 | $5,806+20.6% | $5,081+37.8% | $5,609+24.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |