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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 | $29,999 | $180,459-83.4% | $154,108-80.5% | $135,380-77.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 18.90% | 888.21%-869.3pp | 735.21%-716.3pp | 519.81%-500.9pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,131 | $5,806+5.6% | $5,081+20.7% | $5,609+9.3% |
| Admin fee / account holder | $105 | $16,145-99.4% | $13,411-99.2% | $10,828-99.0% |