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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 | $30,697 | $209,422-85.3% | $178,503-82.8% | $158,982-80.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.25% | 188.81%-166.6pp | 151.12%-128.9pp | 302.99%-280.7pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,656 | $5,955-5.0% | $5,202+8.7% | $5,983-5.5% |
| Admin fee / account holder | $259 | $17,079-98.5% | $13,987-98.2% | $11,252-97.7% |