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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 | $165,307 | $217,432-24.0% | $185,849-11.1% | $167,536-1.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.18% | 148.42%-133.2pp | 122.10%-106.9pp | 478.82%-463.6pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,205 | $6,357+44.8% | $5,569+65.3% | $6,342+45.1% |
| Admin fee / account holder | $1 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |