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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 | $34,460 | $234,190-85.3% | $180,320-80.9% | $198,609-82.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 27.30% | 1057.44%-1030.1pp | 778.54%-751.2pp | 202.70%-175.4pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $13,226 | $4,988+165.1% | $4,304+207.3% | $6,977+89.6% |
| Admin fee / account holder | $209 | $12,558-98.3% | $10,000-97.9% | $19,030-98.9% |