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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 | $171,156 | $125,190+36.7% | $105,624+62.0% | $145,897+17.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.13% | 225.22%-208.1pp | 116.20%-99.1pp | 552.29%-535.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,600 | $5,716-19.5% | $5,013-8.2% | $6,689-31.2% |
| Admin fee / account holder | $188 | $17,138-98.9% | $10,961-98.3% | $13,390-98.6% |