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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 | $173,554 | $209,422-17.1% | $178,503-2.8% | $158,982+9.2% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 21.55% | 188.81%-167.3pp | 151.12%-129.6pp | 302.99%-281.4pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $14,592 | $5,955+145.0% | $5,202+180.5% | $5,983+143.9% |
| Admin fee / account holder | $3 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |