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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 | $20,573 | $96,361-78.6% | $80,607-74.5% | $139,456-85.2% |
| Participation rate | 88.9% | 73.6%+15.2pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 58.53% | 1350.95%-1292.4pp | 936.11%-877.6pp | 373.45%-314.9pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $14,132 | $5,232+170.1% | $4,448+217.7% | $6,711+110.6% |
| Admin fee / account holder | $13 | $6,601-99.8% | $5,379-99.8% | $11,407-99.9% |