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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 | $59,414 | $175,257-66.1% | $149,717-60.3% | $139,456-57.4% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 19.63% | 166.70%-147.1pp | 134.41%-114.8pp | 373.45%-353.8pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $9,116 | $6,521+39.8% | $5,682+60.4% | $6,711+35.8% |
| Admin fee / account holder | $78 | $16,156-99.5% | $13,213-99.4% | $11,407-99.3% |