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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 | $40,594 | $148,629-72.7% | $135,982-70.1% | $139,487-70.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 96.93% | 79.33%+17.6pp | 68.32%+28.6pp | 373.84%-276.9pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $30,750 | $8,102+279.5% | $7,760+296.3% | $6,713+358.1% |
| Admin fee / account holder | $50 | $12,406-99.6% | $10,767-99.5% | $11,407-99.6% |