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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 | $142,345 | $100,911+41.1% | $90,440+57.4% | $158,966-10.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 17.25% | 1726.62%-1709.4pp | 1294.38%-1277.1pp | 302.95%-285.7pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,505 | $4,348+3.6% | $3,964+13.7% | $5,983-24.7% |
| Admin fee / account holder | $249 | $6,507-96.2% | $5,615-95.6% | $11,250-97.8% |