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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 | $104,647 | $160,059-34.6% | $140,019-25.3% | $135,380-22.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 47.40% | 911.48%-864.1pp | 651.17%-603.8pp | 519.81%-472.4pp |
| Employer contribution / active EE | $58 | $6,420-99.1% | $5,605-99.0% | $4,779-98.8% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $196 | $13,328-98.5% | $10,705-98.2% | $10,828-98.2% |