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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 | $184,852 | $156,970+17.8% | $121,210+52.5% | $139,487+32.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 18.38% | 1477.10%-1458.7pp | 987.41%-969.0pp | 373.84%-355.5pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $11,719 | $4,849+141.7% | $4,084+187.0% | $6,713+74.6% |
| Admin fee / account holder | $20 | $6,947-99.7% | $5,647-99.6% | $11,407-99.8% |