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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 | $124,809 | $110,801+12.6% | $86,615+44.1% | $167,536-25.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 16.67% | 116.96%-100.3pp | 63.51%-46.8pp | 478.82%-462.1pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,676 | $4,547+2.8% | $3,699+26.4% | $6,342-26.3% |
| Admin fee / account holder | $186 | $8,417-97.8% | $5,830-96.8% | $12,315-98.5% |