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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 | $156,897+17.8% | $121,147+52.6% | $139,427+32.6% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 18.38% | 1475.10%-1456.7pp | 986.30%-967.9pp | 373.27%-354.9pp |
| Employer contribution / active EE | $0 | $5,539-100.0% | $4,166-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $11,719 | $4,846+141.8% | $4,081+187.1% | $6,711+74.6% |
| Admin fee / account holder | $20 | $6,948-99.7% | $5,646-99.6% | $11,404-99.8% |