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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 | $94,825 | $105,158-9.8% | $94,672+0.2% | $139,487-32.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.44% | 38.11%-17.7pp | 156.89%-136.4pp | 373.84%-353.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $13,179 | $7,599+73.4% | $7,417+77.7% | $6,713+96.3% |
| Admin fee / account holder | $70 | $8,972-99.2% | $7,222-99.0% | $11,407-99.4% |