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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 | $139,526 | $97,732+42.8% | $83,831+66.4% | $135,380+3.1% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | 9.37% | 1287.56%-1278.2pp | 850.99%-841.6pp | 519.81%-510.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,747 | $4,683+22.7% | $4,082+40.8% | $5,609+2.5% |
| Admin fee / account holder | $162 | $6,675-97.6% | $5,479-97.0% | $10,828-98.5% |