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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 | $115,874 | $149,040-22.3% | $120,225-3.6% | $137,256-15.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.37% | 605.68%-589.3pp | 439.23%-422.9pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,427 | $4,655+16.6% | $3,999+35.7% | $6,407-15.3% |
| Admin fee / account holder | $195 | $6,348-96.9% | $5,696-96.6% | $12,270-98.4% |