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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 | $116,943 | $104,937+11.4% | $84,628+38.2% | $152,897-23.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 36.75% | 373.88%-337.1pp | 258.80%-222.0pp | 345.43%-308.7pp |
| Employer contribution / active EE | $52 | $3,303-98.4% | $2,653-98.0% | $4,764-98.9% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |