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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 | $61,708 | $149,040-58.6% | $120,225-48.7% | $137,256-55.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.62% | 605.68%-592.1pp | 439.23%-425.6pp | 220.34%-206.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $22,185 | $4,655+376.6% | $3,999+454.8% | $6,407+246.3% |
| Admin fee / account holder | $124 | $6,348-98.0% | $5,696-97.8% | $12,270-99.0% |