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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 | $92,743-78.7% | $82,744-76.2% | $134,532-85.3% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | 75.01% | 946.63%-871.6pp | 702.22%-627.2pp | 418.27%-343.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,233 | $4,802+29.8% | $4,395+41.8% | $6,401-2.6% |
| Admin fee / account holder | $3 | $5,977-99.9% | $5,325-99.9% | $11,429-100.0% |