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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 | $64,220 | $196,972-67.4% | $182,262-64.8% | $198,609-67.7% |
| Participation rate | 91.7% | 85.7%+6.0pp | 84.2%+7.5pp | 82.4%+9.3pp |
| Annual return | 19.67% | 158.27%-138.6pp | 140.60%-120.9pp | 202.70%-183.0pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $12,934 | $8,643+49.7% | $8,276+56.3% | $6,977+85.4% |
| Admin fee / account holder | $299 | $18,429-98.4% | $16,712-98.2% | $19,030-98.4% |