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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 | $202,893 | $175,231+15.8% | $149,696+35.5% | $139,466+45.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.31% | 166.77%-139.5pp | 134.46%-107.2pp | 373.66%-346.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,025 | $6,521+23.1% | $5,682+41.2% | $6,712+19.6% |
| Admin fee / account holder | $76 | $16,155-99.5% | $13,212-99.4% | $11,409-99.3% |