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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 | $52,635 | $102,429-48.6% | $147,096-64.2% | $80,925-35.0% |
| Participation rate | 78.9% | 75.9%+3.1pp | 82.2%-3.2pp | 67.7%+11.3pp |
| Annual return | 128.41% | 135.02%-6.6pp | 419.75%-291.3pp | 35.65%+92.8pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,874 | $6,649+33.5% | $8,071+10.0% | $4,299+106.4% |
| Admin fee / account holder | $26 | $7,957-99.7% | $13,005-99.8% | $6,940-99.6% |