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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 | $47,025 | $169,336-72.2% | $129,384-63.7% | $145,884-67.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.62% | 14408.70%-14399.1pp | 9461.77%-9452.2pp | 551.85%-542.2pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,045 | $4,985+1.2% | $4,166+21.1% | $6,690-24.6% |
| Admin fee / account holder | $6 | $9,912-99.9% | $7,686-99.9% | $13,392-100.0% |