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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 | $126,292 | $209,425-39.7% | $178,499-29.2% | $158,966-20.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.48% | 188.80%-177.3pp | 151.10%-139.6pp | 302.95%-291.5pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $26,000 | $5,955+336.6% | $5,202+399.8% | $5,983+334.6% |
| Admin fee / account holder | $144 | $17,078-99.2% | $13,986-99.0% | $11,250-98.7% |