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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 | $119,112 | $171,867-30.7% | $149,721-20.4% | $147,586-19.3% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 9.29% | 2113.36%-2104.1pp | 1501.67%-1492.4pp | 578.59%-569.3pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,808 | $7,270+62.4% | $6,568+79.8% | $5,439+117.1% |
| Admin fee / account holder | $129 | $13,799-99.1% | $11,282-98.9% | $10,886-98.8% |