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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 | $19,731 | $92,684-78.7% | $82,706-76.1% | $134,509-85.3% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | 75.01% | 945.84%-870.8pp | 701.76%-626.8pp | 418.13%-343.1pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,233 | $4,800+29.8% | $4,394+41.9% | $6,400-2.6% |
| Admin fee / account holder | $3 | $5,982-99.9% | $5,329-99.9% | $11,427-100.0% |