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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 | $133,814 | $106,003+26.2% | $92,236+45.1% | $147,585-9.3% |
| Participation rate | 73.3% | 80.4%-7.1pp | 76.5%-3.1pp | 82.8%-9.5pp |
| Annual return | 19.55% | 50.05%-30.5pp | 176.29%-156.7pp | 578.57%-559.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,125 | $4,478-30.2% | $3,897-19.8% | $5,439-42.5% |
| Admin fee / account holder | $265 | $6,333-95.8% | $5,194-94.9% | $10,885-97.6% |