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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 | $23,433 | $63,346-63.0% | $92,240-74.6% | $70,126-66.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 49.04% | 530.19%-481.1pp | 176.29%-127.3pp | 73.15%-24.1pp |
| Employer contribution / active EE | $75 | $2,471-96.9% | $3,680-98.0% | $2,343-96.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $89 | $3,841-97.7% | $5,194-98.3% | $4,645-98.1% |