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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 | $186,044 | $88,754+109.6% | $81,820+127.4% | $145,877+27.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.07% | 1031.77%-1009.7pp | 777.93%-755.9pp | 551.28%-529.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $23,000 | $4,648+394.9% | $4,323+432.1% | $6,691+243.8% |
| Admin fee / account holder | $74 | $8,424-99.1% | $7,391-99.0% | $13,402-99.5% |