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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 | $125,369 | $217,432-42.3% | $185,851-32.5% | $167,553-25.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.30% | 148.43%-131.1pp | 122.11%-104.8pp | 478.89%-461.6pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $12,079 | $6,357+90.0% | $5,569+116.9% | $6,343+90.4% |
| Admin fee / account holder | $293 | $19,820-98.5% | $16,245-98.2% | $12,316-97.6% |