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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 | $21,053 | $104,513-79.9% | $76,824-72.6% | $152,870-86.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 41.16% | 1013.70%-972.5pp | 1166.26%-1125.1pp | 345.34%-304.2pp |
| Employer contribution / active EE | $30 | $3,117-99.0% | $2,302-98.7% | $4,763-99.4% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,850-100.0% |
| Admin fee / account holder | $21 | $12,279-99.8% | $6,421-99.7% | $11,597-99.8% |