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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 | $159,906 | $68,097+134.8% | $62,929+154.1% | $137,256+16.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 23.67% | 1859.11%-1835.4pp | 1063.93%-1040.3pp | 220.34%-196.7pp |
| Employer contribution / active EE | $200 | $2,811-92.9% | $2,505-92.0% | $4,156-95.2% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |