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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 | $196,939 | $96,388+104.3% | $80,627+144.3% | $139,466+41.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 10.54% | 1352.08%-1341.5pp | 936.76%-926.2pp | 373.66%-363.1pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,443 | $5,224+119.0% | $4,443+157.6% | $6,712+70.5% |
| Admin fee / account holder | $6 | $6,603-99.9% | $5,381-99.9% | $11,409-99.9% |