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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 | $200,253 | $202,326-1.0% | $172,745+15.9% | $152,870+31.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.01% | 1029.72%-1008.7pp | 802.90%-781.9pp | 345.34%-324.3pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $23,419 | $5,948+293.7% | $5,197+350.6% | $5,850+300.3% |
| Admin fee / account holder | $29 | $17,110-99.8% | $13,954-99.8% | $11,597-99.8% |