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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 | $196,194 | $132,099+48.5% | $115,599+69.7% | $138,895+41.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 12.01% | 176.76%-164.7pp | 111.10%-99.1pp | 145.39%-133.4pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,700 | $5,617-16.3% | $4,889-3.9% | $6,396-26.5% |
| Admin fee / account holder | $214 | $15,650-98.6% | $12,841-98.3% | $12,562-98.3% |