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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 | $76,518 | $99,011-22.7% | $86,582-11.6% | $147,586-48.2% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 17.98% | 1312.75%-1294.8pp | 965.08%-947.1pp | 578.59%-560.6pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,471 | $3,972+62.9% | $3,609+79.3% | $5,439+19.0% |
| Admin fee / account holder | $215 | $5,709-96.2% | $4,904-95.6% | $10,886-98.0% |