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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 | $24,290 | $226,135-89.3% | $182,558-86.7% | $152,909-84.1% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.5%+6.4pp |
| Annual return | 21.33% | 192.60%-171.3pp | 148.59%-127.3pp | 345.46%-324.1pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,942 | $6,371+9.0% | $5,526+25.6% | $5,851+18.6% |
| Admin fee / account holder | $166 | $10,707-98.5% | $8,594-98.1% | $11,601-98.6% |