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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 | $45,634 | $156,970-70.9% | $121,210-62.4% | $139,487-67.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 22.12% | 1477.10%-1455.0pp | 987.41%-965.3pp | 373.84%-351.7pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $21,600 | $4,849+345.4% | $4,084+428.9% | $6,713+221.8% |
| Admin fee / account holder | $48 | $6,947-99.3% | $5,647-99.2% | $11,407-99.6% |