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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 | $24,490 | $150,446-83.7% | $136,297-82.0% | $147,585-83.4% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 58.21% | 1049.14%-990.9pp | 5156.19%-5098.0pp | 578.58%-520.4pp |
| Employer contribution / active EE | $58 | $5,256-98.9% | $4,696-98.8% | $4,876-98.8% |
| Participant deferral / active EE | $8,366 | $6,631+26.2% | $6,247+33.9% | $5,439+53.8% |
| Admin fee / account holder | $45 | $10,906-99.6% | $9,244-99.5% | $10,886-99.6% |