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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 | $32,270 | $196,972-83.6% | $182,262-82.3% | $198,609-83.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 22.58% | 158.27%-135.7pp | 140.60%-118.0pp | 202.70%-180.1pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $15,317 | $8,643+77.2% | $8,276+85.1% | $6,977+119.5% |
| Admin fee / account holder | $57 | $18,429-99.7% | $16,712-99.7% | $19,030-99.7% |