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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 | $106,292 | $175,259-39.4% | $149,723-29.0% | $139,487-23.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.11% | 166.82%-145.7pp | 134.50%-113.4pp | 373.84%-352.7pp |
| Employer contribution / active EE | $339 | $5,478-93.8% | $4,821-93.0% | $4,755-92.9% |
| Participant deferral / active EE | $20,625 | $6,522+216.3% | $5,682+263.0% | $6,713+207.3% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |