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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 | $123,783 | $160,028-22.6% | $147,080-15.8% | $145,884-15.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 315.69% | 98.60%+217.1pp | 420.17%-104.5pp | 551.85%-236.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $19,819 | $8,422+135.3% | $8,066+145.7% | $6,690+196.3% |
| Admin fee / account holder | $104 | $15,030-99.3% | $12,989-99.2% | $13,392-99.2% |