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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 | $145,929 | $96,643+51.0% | $86,617+68.5% | $139,456+4.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.55% | 106.57%-85.0pp | 591.91%-570.4pp | 373.45%-351.9pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $18,000 | $4,835+272.3% | $4,437+305.7% | $6,711+168.2% |
| Admin fee / account holder | $39 | $6,406-99.4% | $5,613-99.3% | $11,407-99.7% |