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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 | $102,588 | $226,135-54.6% | $182,558-43.8% | $152,909-32.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.57% | 192.60%-169.0pp | 148.59%-125.0pp | 345.46%-321.9pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $46,500 | $6,371+629.9% | $5,526+741.5% | $5,851+694.7% |
| Admin fee / account holder | $62 | $10,707-99.4% | $8,594-99.3% | $11,601-99.5% |