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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 | $113,149 | $107,941+4.8% | $91,994+23.0% | $152,897-26.0% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.5%-7.5pp |
| Annual return | 29.87% | 89.28%-59.4pp | 69.04%-39.2pp | 345.43%-315.6pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,948 | $6,366+56.3% | $5,924+67.9% | $5,851+70.0% |
| Admin fee / account holder | $58 | $10,521-99.4% | $7,744-99.3% | $11,599-99.5% |