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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 | $202,353 | $88,754+128.0% | $81,820+147.3% | $145,877+38.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.94% | 1031.77%-1012.8pp | 777.93%-759.0pp | 551.28%-532.3pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20,776 | $4,648+347.0% | $4,323+380.6% | $6,691+210.5% |
| Admin fee / account holder | $284 | $8,424-96.6% | $7,391-96.2% | $13,402-97.9% |