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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 | $223,092 | $176,105+26.7% | $159,474+39.9% | $167,536+33.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.70% | 331.91%-315.2pp | 263.68%-247.0pp | 478.82%-462.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $13,557 | $7,751+74.9% | $7,353+84.4% | $6,342+113.8% |
| Admin fee / account holder | $185 | $12,559-98.5% | $10,802-98.3% | $12,315-98.5% |