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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 | $143,765 | $226,105-36.4% | $182,540-21.2% | $152,897-6.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 28.68% | 192.58%-163.9pp | 148.58%-119.9pp | 345.43%-316.8pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,419 | $6,370+0.8% | $5,525+16.2% | $5,851+9.7% |
| Admin fee / account holder | $56 | $10,706-99.5% | $8,593-99.3% | $11,599-99.5% |