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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 | $194,525 | $93,117+108.9% | $77,096+152.3% | $134,532+44.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 114.53% | 62.67%+51.9pp | 42.35%+72.2pp | 418.27%-303.7pp |
| Employer contribution / active EE | $125 | $3,420-96.3% | $2,814-95.6% | $4,741-97.4% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |