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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 | $195,448 | $162,821+20.0% | $133,978+45.9% | $158,982+22.9% |
| Participation rate | 92.3% | 83.2%+9.1pp | 79.8%+12.5pp | 82.0%+10.3pp |
| Annual return | 17.52% | 41.95%-24.4pp | 45.10%-27.6pp | 302.99%-285.5pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,157 | $5,910+88.8% | $5,047+121.0% | $5,983+86.5% |
| Admin fee / account holder | $25 | $11,742-99.8% | $8,930-99.7% | $11,252-99.8% |